Annuity Sales Strategies

Reaping the benefits of a modernized annuity platform

Many insurers are still trying to support their portfolio of annuity offerings with outdated legacy software capabilities.

Annuity Sales Strategies

5 things to know about your female clients

Do female clients sometimes leave you nonplussed? Perhaps you’re missing the emotional underpinnings of their relationship to money.

Annuity Sales Strategies

Advisors: Stick to the plan

Not in the mood to work hard today? That’s okay—just stick to the plan. You don’t have to feel like...

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