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.
The LECP Center empowers professionals to network with solution and service providers to share best practices, directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.
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.
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National Association of Insurance and Financial Advisors
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