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ENGAGE 2020


PFP2030 - Incorporating Annuities into Your Practice: Annuities 101


Jun 9, 2020 2:30pm ‐ Jun 9, 2020 3:45pm

Description

This session will discuss annuities not only from the perspective of product features, but much more importantly, from how to solve for:

1. The client types for whom different annuity types can make sense
2. The practical challenges - from technology integration to billing to licensure- that come up for financial professionals who seek to integrate annuities into their practices

Learning Objectives:
  • To make the determination that you want to include annuities in your practice
  • Complete the checklist that will be distributed in session for how to get started bringing annuities into your practice
  • Understand your sources for annuity information, and leave the session knowing how you will determine which track you will follow
  • Understand your sources for annuity quotes and placement, and determine which of those highighted you wish to utilize

Speaker(s):

Tags: PFP
Category: Concurrent Session (Onsite and Online)

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