Stop letting the client fill in the blanks

I truly believe that most annuity agents have the client’s or prospect’s best interests in mind. I’m fortunate enough to know a lot of these professionals, and have seen and approved a lot of their proposals that I am sent to review as an objective resource. With that being said, I also see far too many annuity pitches that are dancing on the line of full disclosure and allowing the client to fill in the blanks to some very important annuity questions and current issues.

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