Working with Seniors: Make Sure They Understand Annuities
June 16, 2012 by Marc Silverman
June 5, 2012 •
Working with senior clients to ensure the longevity of their finances can become a complex task for any advisor. Pairing seniors and annuities is sometimes a no-brainer; however, other times we must ask ourselves if annuities are really the right product for our client. Our job is to adequately help seniors, and all clients, understand what they’re purchasing when we explore annuity options with them. Click here to read more…
Originally Posted at LifeHealthPro on June 5, 2012 by Marc Silverman.
Categories: Industry Articles