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Strategy Den

26 members โ€ข Free

Premier Annuity Council

323 members โ€ข Free

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Most agents can name an annuity. Few know which one to present โ€” and when. We're fixing that tomorrow. ๐Ÿ“Š
Tomorrow at 1PM Central we're going live to break down one of the most misused product categories in this business. Here's what we're covering: 1๏ธโƒฃ The 4 types of annuities Fixed, variable, indexed, and immediate โ€” what makes each one different. ๐ŸŽฏ Knowing exactly when to present each one Match the right product to the right client situation โ€” every time. Presenting the wrong annuity to the right client is just as costly as presenting nothing at all. This call gives you the clarity to walk in knowing what to offer and why. ๐Ÿ“… Tomorrow ยท 1PM Central Link in the calendar. Don't miss it live โ€” this is the kind of call that changes how you sell. Comment ๐Ÿ“ˆ if you're locking in a spot. See you there.
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Fact Finder Link
https://www.cognitoforms.com/ClientInformationForm/pensionreviewfactfinder From today's K-12 training. If you would like to use the fact finder shown in today's training, here's the link.
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Glen Catholic
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4points to level up
@glen-catholic-5335
Glen Catholic Pension Planning Specialist

Active 3d ago
Joined Jun 9, 2026
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