August 13, 2020 | 2:00 pm ET
Join us as we welcome Crump Annuity Wholesalers, Cavin Nguyen, MBA and Andy Deus, LUTCF, as they discuss Retirement and Rollovers. During this presentation they will cover:
- A shift in retirement planning, past & present
- Opportunities for IRA savings and rollovers
- How to target market three groups of clients – Job Changers, Pre-Retirees and Current Retirees
- How a focus on planning with Annuities can lead to greater client confidence
- How to mine your own book of clients and attract new clients for rollover opportunities
Join us to learn more!