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…
Updated December 12, 2022, at 12:01 PM Before we get into the next-generation fixed index-linked annuity (FILA) product, let’s cover a brief overview of the index- and securities-linked annuities that preceded the…