Learn the basics of the financial vehicle your clients need to know!
Each year millions of American's are looking for a financial vehicle that can provide safety, long-term growth and income...and tax deferral along the way.
Those are the exact benefits that an annuity product can offer your clients.
Join us as we take a dive into understanding the world of fixed annuity products. Each week we will take a deeper dive into understanding the types, the taxation, and the advantages your clients need to know!
Agenda
Annuities are great for deferral, but what happens if your client needs access?
We'll dive into the ways to access funds during deferral.
We'll take a look at lifetime income options as well!
Presenter
Dennis Mattern
VP - Training & Development
Made Cold Calls
Worked With Clients
Managed Assets
Trained Producers