Strategic Brilliance: Marketing and Positioning Annuities for Success 1 Credit
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In the ever-evolving landscape of financial services, marketing, and positioning annuities require a blend of strategic insight, consumer understanding, and industry expertise.Â
Annuities, often perceived as complex financial products, offer unique opportunities for financial security and growth. Effectively marketing and positioning annuities demands a comprehensive approach that navigates regulatory constraints, addresses consumer concerns, and highlights the benefits compellingly.
This CPE webinar will unlock the secrets to effectively market and position annuities, transforming them from financial instruments into indispensable tools for your client's success. Discover the art and science behind successful annuity marketing strategies, ensuring you can navigate the complexities and present these powerful financial solutions in a way that resonates with your clients. This course will help experienced financial professionals or those just beginning their careers, this webinar is the key to elevating your annuity marketing game.
Major Topics Covered:
Join this course and equip yourself with the skills and knowledge to effectively communicate the value of annuities, fostering client success and satisfaction with financial planning.
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Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JK
Thank you. Very good marketing suggestions.
JG
Good investment info and marketing summary
Dec 16, 09:00 AM ET
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