Guarantees Over Hope: A Smarter Way to Plan Retirement | Insurance 360 Ep 38
Автор: Pinnacle Financial Services
Загружено: 2026-02-11
Просмотров: 621
Описание:
In this episode of Insurance 360, Bob & Rob dive deep into the world of annuities, exploring the ins and outs of selling them throughout the year. Joined by guest expert Jake Quagliaroli, a Wealth Management Consultant from Saybrus, they discuss the fixed annuities market, address common misconceptions, and share valuable tips on how insurance agents can cross-sell annuities to their Medicare clients. Tune in to learn how to leverage existing client relationships, ask the right questions, and provide valuable retirement income solutions. Don't miss out on this insightful conversation aimed at helping insurance agents grow their business and better serve their clients.
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Pinnacle Financial Services is a national FMO specializing in the Senior Market. We keep our agents up-to-date on the latest insurance technology and resources. To learn more about us, visit our website at www.pfsinsurance.com/about.
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