Join us for the next annuities training session on Tuesday, April 23rd at 6 PM at The Alcove behind Accent Insurance.
This week’s focus will include a review of the stages involved in annuity sales, giving you a clearer understanding of the full client journey—from initial conversation to delivery.
We’ll also conduct an in-depth review of closed and current cases, highlighting real conversations, development strategies, and how annuity solutions were ultimately delivered.
This is a valuable opportunity to learn from real-world scenarios and sharpen your approach to annuity sales through practical discussion and peer insight.