Thanks to Tahoe Ray

[GreenSky]

I can count the number of annuities I've written on one of the Ninja Turtle's hands so when a client called me and asked for one I did the smart thing. I called Tahoe Ray.

He spoke with my client and sold a 5 year annuity for me. Contacting took almost no time after which he sent me an application. I filled it out, emailed it my client who then mailed it directly to Ray for scrubbing prior to submission.

Couldn't have been easier and Ray is a wealth of information.

You can go with a large IMO for help or use someone like Ray who actually cares. He can be reached below:

Raymer Malone, CFP®
AMP Strategies
347-464-0462

Rick

 

[Justin Bilyj]

I ALWAYS look forward to seeing Ray comment on the forums, the guy has a great grasp of annuities and retirement planning.

 

[Tahoe Ray]

Thanks for the kudos, guys. I appreciate it.

 

[bobson]

Tahoe Ray, do you have any advice for a P&C agent to move annuities?

 

[Tahoe Ray]

Tahoe Ray, do you have any advice for a P&C agent to move annuities?

Are you looking to cross-sell annuities to existing clients or leave P&C altogether?

 

[bobson]

Are you looking to cross-sell annuities to existing clients or leave P&C altogether?

Cross-selling would be my goal.