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Writing the annuity policy is only the first half of being an annuity agent the other half is, being available to your clients when a spouse dies, needs long-term care, or has a major life change. Selling an annuity isn’t a one-and-done. Your clients may need your help, even after the sale is final. In this episode, Chad and Caleb discuss the importance of the second half of the annuity sales process.
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Writing the annuity policy is only the first half of being an annuity agent the other half is, being available to your clients when a spouse dies, needs long-term care, or has a major life change. Selling an annuity isn’t a one-and-done. Your clients may need your help, even after the sale is final. In this episode, Chad and Caleb discuss the importance of the second half of the annuity sales process.
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