Open communication is critical to any successful relationship, especially when it comes to business. When you ask the right questions, you can get the answers you need to reach your goals.

The world of annuities can be complex, but agents and advisors can best help their clients when they’re equipped with all the important details about their lives and what they need the most. While you want to be prepared to answer any question your client throws at you, this industry is a two-way street; you’ll never have the full picture without knowing the right questions to ask.

Josh Lumme