Whether their retirement is around the corner or years away, checking in with clients now can help everyone avoid surprises later. Looking for ideas to spark those conversations?
Join us for a quick webinar touching on key income and fixed index annuity (FIA) questions.
5 quick questions to spark meaningful client conversations — in just 15 minutes
1.
Is your current annuity delivering the income you really need?
2.
Would your plan change if income needed to last for two lives instead of one?
3.
Interested in freeing up assets for growth — without sacrificing income?
4.
Are you set up and ready for your required minimum distributions (RMDs)?
5.
Have you prepared financially for possible future health events?
Retirement is about more than saving — it’s also about building income confidence. It may be time to talk to your clients about how an FIA or an FIA repositioning can help build guaranteed income.
Join us for a practical webinar designed to help you lead smarter, more impactful conversations with your clients.
Join us for a quick webinar touching on key income and fixed index annuity (FIA) questions.
Join us for a practical webinar designed to help you lead smarter, more impactful conversations with your clients.
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