Helping advisors help retirees with their retirement and legacy goals is my passion!For the past 28 years I've consulted with agents and advisors on the following:->Demonstrate where a FIA, SPIA, DIA, MYGA, ADRA solution might benefit their overall portfolio->Show when a replacement of an existing annuity is in the best interest of the client->Share ideas of how other advisors are scaling their practice->Discuss our unique marketing programs that will get you in front of qualified prospects->Share tools that help you zero in a clients inefficiencies and ways to mitigate risks most effectively->Review tax strategies and Social Security claiming strategies to improve client outcomes->Analyze the differences of product carrier by carrier, product by product ->Provide solutions that provide for enhanced benefits including losing 2/6 ADL'sIf you are looking for an independent point of view on recommendations, look no further!The easiest way to arrange a chat is to book on my calendar service so the timing is right...for YOU!wendy swansoncalendly.com/wendy-4
Listed skills include Fixed Annuities, Life Insurance, Long Term Care, Universal Life, and 38 others.