Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes a habit.
To truly connect with your client, you need to observe. You need to look. And you need to listen.
Updated September 7, 2023, at 2:59 PM Ever since the advent of fixed indexed annuities (FIAs), there’s been speculation about whether or not the product category should be a security or a …
How do registered index-linked annuities (RILAs) compare to the newer product category, fixed index-linked annuities (FILAs)? We’re here to help break down the debate: is a RILA or FILA better for my …