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60/40 One Year Later: Not Your Grandfather's Annuity: Using the Right Words to Sell an "Alternative Strategy"
Are you looking for new ways to talk to your clients about annuities? In this episode, Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, joins the podcast to share proven words and phrases that financial professionals can use to introduce annuities into the conversation. Listen to gain some actional advice and foster better discussions with your clients.
Guest: Jeannie Underwood-Kotner, Senior VP, Head of Global Atlantic Consulting
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By Global AtlanticAre you looking for new ways to talk to your clients about annuities? In this episode, Jeannie Underwood-Kotner, a senior vice president and head of Global Atlantic Consulting, joins the podcast to share proven words and phrases that financial professionals can use to introduce annuities into the conversation. Listen to gain some actional advice and foster better discussions with your clients.
Guest: Jeannie Underwood-Kotner, Senior VP, Head of Global Atlantic Consulting