Annuities Made Simple: Saving Time and Serving Clients Better [Episode 306]
What You'll Learn In Today's Episode:
- The five-step process helps advisors save time and streamline their work.
- Product selection is crucial for meeting client needs.
- Licensing and paperwork can be simplified with the right support.
- Working with an IMO can alleviate administrative burdens.
- Understanding the nuances of annuities is key for advisors.
- Building relationships with resource partners can enhance service delivery.
In this episode, Matthew Jarvis hosts Brian Smith and Will Wade from Foundational Income Associates to discuss the complexities and importance of annuities in financial advising. They explore the different groups of advisors regarding their approach to annuities, introduce a five-step process for selecting and managing annuities, and emphasize the importance of streamlined licensing and paperwork. The conversation also highlights the ongoing support provided to advisors and the common challenges they face in the annuity process.
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