Annuity Opportunities with Qualified Money | Selling Life & Annuities
Автор: Gordon Marketing
Загружено: 2024-04-02
Просмотров: 100
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#insurancefmo #insuranceagent #medicaretraining
In this episode of Selling Life & Annuities, Tim Luby, Annuity National Sales Director interviews Steve Allison, Internal Annuity Specialist about the opportunities qualified money presents with annuities. They discuss the nuances of qualified money and how annuities are positioned to serve clients needs with managing qualified funds.
Qualified money has unique characteristics that require careful planning to maximize the income and manage the tax impact in retirement. You can reach out to Tim Luby, Steve Allison or anyone on the Annuity Team at Gordon Marketing for access to all the top fixed annuity solutions we offer.
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