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Event Series: The Art of Presenting Annuities

The Art of Presenting Annuities: Educate and Inspire Trust

September 22 @ 11:00 am - 12:00 pm

Description:

Join us for the final session of our annuity training series on Tuesday, September 22nd, from 11:00 AM to 12:00 PM, where we’ll apply the entire process using real client scenarios.

In our final session, you’ll learn how to:

  • Work through a client case study using the fact finder
  • Analyze client needs for accumulation or guaranteed income
  • Create effective annuity illustrations
  • Present recommendations with confidence

Host:

Derek Baltimore, Annuity Product Specialist – Empower Brokerage

Guest Speaker:

Terike Novak, Regional Vice President – Corebridge Financial

 

These sessions are reserved for our AMP members. If you are an AMP member, please email Derek Baltimore at dbaltimore@empowerbrokerage.com for the access link.

If you are not a member, please request access via the course request form on the Annuities Mentor Tab.

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