During this presentation we will discuss:
- Why clients need guaranteed income in today’s environment
- How Benefit Base calculations work
- How to perform rider quoting on annuity rate watch to pinpoint the best product based on each client specific case
Join Annuity Internal Wholesaler, Seth Trickle, to learn more.
Questions? Contact the CPS Annuity Team at (949) 863-0700 Option 2.