An annual annuity review makes smart business sense for you and your clients! The reasons your clients originally purchased an annuity may have changed over time, so it’s important to make sure the type of annuity held matches the intended use.
Use this form-fillable worksheet to help identify clients who might need your help to conduct an annual annuity review:
NAIFA’s Limited & Extended Care Planning Center is from the collaboration of NAIFA and its sponsors. The site adheres to NAIFA’s anti-proselytizing policy and NAIFA code of ethics to which all members ascribe. To learn more about NAIFA, visit NAIFA National’s website