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
Comparing the different Index options
Crediting method comparisons
Caps, Spreads, Participation Rates explained!
Presenter
Dennis Mattern
VP - Training & Development
• Made Cold Calls
• Worked With Clients
• Managed Assets
• Trained Producers