Can mastering a few questions lead to more annuity sales? What are the concerns that virtually all clients have when it comes to buying an annuity?
In both up and down markets, prospects are often skeptical of financial vehicles of any kind, including those that are relatively safe. When meeting with prospects who are looking for safety, there are a few essential points to address regardless of market fluctuations in the S&P 500. That’s why we’ve distilled these key moments into a framework that elevates every client meeting, guiding you through the crucial junctures that hold the potential to maximize annuity sales.
Questions like:
- How much should one allocate to an annuity?
- Should it all go to one annuity or split it up?
- Should I include my spouse or single income for life?
- Is there a fee in this annuity?
Master The Most Common Questions To Sell More Annuities
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In the world of financial planning, the art of selling annuities isn’t just about pitches and presentations—it’s about understanding the right questions and delivering informed answers. Mastery of these crucial inquiries not only educates clients but also builds trust and leads to more successful annuity sales.
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