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In this conversation card, you're looking for clients who are concerned about rising rates, inflation or market risk. But they still want higher returns. With a fixed indexed annuity (FIA), clients can have no risk of loss while providing the ability to meet or exceed inflation.
It's important to prepare clients for a successful underwriting outcome. After an application is submitted, many insurance carriers require a phone interview as part of the underwriting process. Here are some things to know to keep the experience positive for your clients.
Long-term care planning is changing. Aging and longevity create unique challenges that extend beyond income and assets. Take the first step to explain how LTC can be made simple. This guide walks through talking points covering common client concerns and how to position solutions.