Overcoming Annuity Roadblocks With Confident, Informed Guidance
Annuities offer a valuable solution to the need for stable retirement income, providing guaranteed monthly paychecks during a person’s golden years. However, despite the apparent benefits, many individuals hesitate to embrace annuities due to various perceived...
5 Reasons Why You Should Adopt New Tech Now
Forget dusty Rolodexes and endless paperwork – the insurance landscape is transforming. Adapting to the latest technology can help amplify your business and allow you to position yourself as a trust agent and advisor. Imagine: streamlining tasks, gaining deeper client...
Unleashing the Power of Personalization: A Step-by-Step Guide for Insurance Agents
The increased desire for personalization from clients across the US offers an opportunity for agents and advisors to enhance customer satisfaction. The Capco US Insurance Survey of 2023 underscores this trend, revealing that policyholders are increasingly seeking...
The Annual Reset: Managing Annuity Investor Expectations
As financial professionals, it’s up to us to educate and guide our clients through the intricacies of annuities and help them set realistic expectations. One feature that often captures people’s attention is the annual reset, particularly in Fixed Index Annuities...About Author
Austin James
Austin joined V2 Financial Marketing as a recruiter in 2019. He thrives on meeting new people and building relationships. Because of that, he was one of the most successful recruiters in V2 history. He is currently Senior Annuity Wholesaler for V2, where he specializes in advanced annuity strategies, helping hundreds of agents all over the country.
Prior to joining V2, Austin founded a successful property management firm.
Connect with Austin on LinkedIn.
