Help People See the Value of Income Insurance
November 9, 2021 by Kip Mendenhall
If you are an agent or advisor, then you know that retirees typically don’t go looking for an insurance product for the spend-down phase of their lives. Many retirees might tend to avoid annuities because they have heard so much misleading or false information about the product or have been subjected to highly aggressive marketing campaigns or over-zealous agents.
While it’s true you won’t be able to address every falsehood your financial services competitors spread about insurance products, you can increase the people you serve by making a few simple tweaks to your process.