- 2,370
Well, the Medicare lock in is almost here, and I have decided to start looking into annuities to offer my clients.
I have a new local IMO that I am doing some MA's with, and they are wanting to sell FIAs. They have been doing some in the past, but are now getting ready to really hit the ground running.
I have a book of clients, they have marketing plans in place, I just want to be comfortable selling them. With MA's, supplements, and senior life products, I have no problems selling and talking about them. I want the same comfort level with annuities, and I know that will take time.
But for now, I thought that I would come over to the annuity thread and see what the masters are doing.
So, how are you selling them? Presentation book? Note pad and paper? When dealing with seniors, is there a particular product I should stay away from?
Thanks in advance!
I have a new local IMO that I am doing some MA's with, and they are wanting to sell FIAs. They have been doing some in the past, but are now getting ready to really hit the ground running.
I have a book of clients, they have marketing plans in place, I just want to be comfortable selling them. With MA's, supplements, and senior life products, I have no problems selling and talking about them. I want the same comfort level with annuities, and I know that will take time.
But for now, I thought that I would come over to the annuity thread and see what the masters are doing.
So, how are you selling them? Presentation book? Note pad and paper? When dealing with seniors, is there a particular product I should stay away from?
Thanks in advance!