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The Art of Presenting Annuities: Educate and Inspire Trust
July 22 @ 11:00 am - 12:00 pm CDT
Description:
Join us for the final session of our annuity training series on Tuesday, September 22nd, from 11:00 AM to 12:00 PM, where we’ll apply the entire process using real client scenarios.
In our final session, you’ll learn how to:
- Work through a client case study using the fact finder
- Analyze client needs for accumulation or guaranteed income
- Create effective annuity illustrations
- Present recommendations with confidence
Host:
Derek Baltimore, Annuity Product Specialist – Empower Brokerage
Guest Speaker:
Terike Novak, Regional Vice President – Corebridge Financial
These sessions are reserved for our AMP members. If you are an AMP member, please email Derek Baltimore at dbaltimore@empowerbrokerage.com for the access link.
If you are not a member, please request access via the course request form on the Annuities Mentor Tab.