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I am newly contracted with American Equity, Equitrust and Fort Deerborn, and they have all sent me welcome kits with more information that I know what do to with.
My question is...
How do you know what to present? I know that a fact finder is the start but with 5 annuity products that all look the same...what do you do?
I am aware that this will also come with experience, but I figure I would throw the question out there to see how the pro's do it.
Thanks!
My question is...
How do you know what to present? I know that a fact finder is the start but with 5 annuity products that all look the same...what do you do?
I am aware that this will also come with experience, but I figure I would throw the question out there to see how the pro's do it.
Thanks!