The Art of Presenting Annuities: Educate and Inspire Trust
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 […]