Most advisors know the feeling when a client or prospective client walks into a meeting with an existing annuity or life insurance policy that were sold to them by a previous advisor or a friend.
This session starts with a high-level review of annuity product categories, and takes attendees through various strategies that can be implemented when looking to repurpose legacy policies to reduce costs and help satisfy long-term goals in their client’s financial plan. This previously recorded webinar will cover:
*This webinar was eligible for one CFP CE credit. Attendance for the entire live event was required for credit.
Regional VP, Member Success
DPL Financial Partners
Director of Business Development