Welcome to the Annuity Agents Podcast. Each week we update you on the annuity business, with marketing, sales process, and case design strategies based on actual practice, not theory. This podcast is for licensed financial professionals only. Contracted agents will have access to archived recordings in the agent section of this website.
In this episode, we talk about the annuity business 2020 year in review - Charity through a charitable remainder annuity trust – The importance of a strong sales process in virtual sales.