Presented by Richard Mangiameli
This is a great article I found in the NAIFA magazine Advisor Today; it covers these important steps in selling annuities:
- Determine the client’s needs – it is important that you listen, and then repeat it to them showing that you understand
- What does the client understand about retirement income
- Educate the client about how an annuity will remove the fear of out-living their money
- Understand the different types of annuities and how they will help determine the right option for your client
- Be prepared to address the client’s concerns and their fears