Learn why it's important to talk to your clients about refinancing their retirement. Help clients get into better annuity products with higher interest rates. We also have the advantage of premium bonuses up to 10% to help cover the surrender charges and possibly still come out ahead. This is a unique, rate-sensitive opportunity. Take advantage now while annuity rates are near historic highs! Want More Sales Ideas? Let's Chat!
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Joseph R. Ohlson, LUTCF discusses the current status of the annuity industry. Watch this 2 minute marketing message.
In this marketing tip video, Joe discusses:
Joseph R. Ohlson, LUTCF discusses why now is a great time to prepare for the rest of 2024... some call this time of year "Separation Season".
In this marketing tip video, Joe discusses:
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