• The Art of Presenting Annuities: Educate and Inspire Trust

    The Art of Presenting Annuities
    Virtual Event

    Description: Join us for Session 2 of our three-part annuity training series on Tuesday, August 25th, from 11:00 AM to 12:00 PM, as we focus on guiding clients from their first conversation to a confident decision. In this session, you'll learn how to: Conduct an effective second client appointment Lead clients through the question, "How do you picture your retirement?" Use the Corebridge Income Planning Client Guide to facilitate meaningful ... Read more

  • The Art of Presenting Annuities: Educate and Inspire Trust

    The Art of Presenting Annuities

    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 ... Read more

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