Many older clients who need life insurance can also benefit from annuities. However, many life insurance agents feel they lack the expertise to integrate annuities into a comprehensive plan.
Today, Jeff Affronti, President of FSD Financial Services shares his thoughts on how to best help life insurance agents identify opportunities for annuities and effectively present solutions to their clients.
Do you want to get regular updates on news from Jeff and other guests of our show? Scroll down and enter your email under “Receive Updates” to subscribe to our newsletter.
Thank you to our show sponsors; The Index Standard!
Fixed Index Annuities and RILAs are getting more complex and technical just when fiduciary rules are getting stricter. How do you choose the right index and allocate to them? The Index Standard is your answer. They are an independent provider ratings and forecasts on all indices and ETFs used in the US insurance space. Their process is systematic and unbiased, identifying robust and well-designed indices. We all know finance is complex and The Index Standard has a clear ratings system and uses approachable language to demystify this complexity. Visit theindexstandard.com for more information.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.