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Win New Clients With This Powerful Annuity Checklist
Download this helpful guide and help your clients see the fees, penalties and contract limitations within their current annuity that may be costing them money!:
Have you ever played the game “Let’s call the carrier” with your clients? It's easy and extremely powerful. Here's how you play...
You sit down together, turn on the speakerphone, and dial the carrier's number. The carrier’s service representative will ask for verification of the client’s ID, and the client will give permission for the insurance company to speak with you directly about the annuity...
Then you ask these 42 questions (or however many are relevant).