Find the Right Annuity for Every Client
Find the Right Annuity for Every Client
Tuesday, August 25
11 a.m. Central Time
What You'll Learn:
- How to uncover client needs through better conversations
- Which annuity products align with different retirement planning goals
- Practical case studies you can use to strengthen your client recommendations
Presented By:
Wendy Swanson, RICP®, CLTC, NSSA® Certificate Holder
Senior Marketing Consultant - Financial Solutions
Wendy's voracious appetite for learning new things means she’s often the marketing consultant advisors turn to when they want the latest products, features and sales concepts.
Not every annuity is the right fit for every client. The key is knowing which solution aligns with the situation in front of you.
Join us for an educational webinar where we'll break down common client scenarios and discuss which annuity solutions may be the best fit for each. From clients seeking guaranteed retirement income to those looking for tax-deferred growth or downside protection, you'll walk away with practical strategies you can apply in your next client meeting.
7,000+ Webinar Registrations Last Year
Trusted by independent insurance agents and financial professionals nationwide.
“Excellent information, easy to understand.”
“Very impressed with the presenter today.”
“Great speaker and valuable information.”
“I appreciate all that SMS does for agents.”