Using Client Questionnaires for Better Annuity Conversations

In the digital age, people are bombarded with information, particularly regarding finances. Clients are inundated with constant investment and income product pitches, many of which contain confusing information about rules and riders. But how can they discern the right fit from the noise? With so much seemingly conflicting advice, they can easily make hasty decisions that may lead to regret and frustration.

To truly serve your clients, you must go beyond surface-level conversations. By refining your fact-finding skills, you can uncover their deepest financial desires and deliver tailored solutions that exceed expectations.