Filed Under:Annuities, Sales Strategies

Should Annuity Advisors Diversify or Specialize?

Photo credit: basketman
Photo credit: basketman

What kind of practice are you building? Is it a one-stop shop or are you more of a specialist? This is a question that comes up frequently as we speak with advisors around the country.

I was reminded of the topic recently when I read a newsletter put out by Stephani Lucas, president of the San Diego-based The Annuity Consultants. In the article, Stephani poses the question of the importance of being a specialist.

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Nichole Morford

Nichole Morford
Managing Editor

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