The Year of the Annuity
I never pitch products in my training programs or keynotes. It’s a rule I’ve lived by for decades because I believe that advanced skills are product neutral. It’s up to each advisor to decide what’s best for the client. But there is a confluence of forces right now that is causing me to bend that rule a bit. I think 2016 could be the Year of the Annuity! If you’ve never done one…