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.
This episode talks about reverse engineering your annuity sales goals – How to build your annuity business by knowing your numbers – How to use Social Security planning in your annuity business – Proposed changes in estate taxes.