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No Separate Divisions: Get COMPREHENSIVE advice from an expe
Annuity Sales Consultation and Case Design
Work with a Certified Financial Planner who understands not only Annuities, Life Insurance, and Hybrid LTC solutions, but also how to articulate the Financial Planning Process and market a business. Separate divisons can lead to biased solutions from a lack of understanding other viable options to serve the client as a fiduciary providing comprehensive recommendations.
Life Insurance Combination Strategies
Have you heard the phrase, "two heads are better than one?" We apply this by identifying ways to create more Total Wealth for clients by utilizing Life Insurance and Annuity Combination Strategies. Working with someone who has the skill to identify these opportunities can lead to more sales and better client outcomes!
Hybrid Long Term Care Asset-Based Solutions
Future Health Care costs are often times the most overlooked area within a client's Financial Plan, and this is especially true for clients who work with one of the larger brokerage firms. Having the support of an expert in this area may help you more easily establish client relationships that will lead to more business in the future.