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I have a huge Senior clientele that i accumulated through selling Medicare Supplements. I would like to start presenting to them a whole retirement package: LTC, Annuities, Life Insurance etc.
i need a well rounded FMO/IMO for training, tools and support. This would include a FMO that has tools such as income planning software. That has extensive knowledge in Retirement Planning and Not just narrowly pushing certain products so when i present a case after factfinding they know how to assist me in the most approapiate products and strategies, so they just dont suggest throwing them into an annuity.
i need a well rounded FMO/IMO for training, tools and support. This would include a FMO that has tools such as income planning software. That has extensive knowledge in Retirement Planning and Not just narrowly pushing certain products so when i present a case after factfinding they know how to assist me in the most approapiate products and strategies, so they just dont suggest throwing them into an annuity.