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Archive for December 2020

Fixed Annuities Explained

I often have agents asking how to simplify the explanation process of annuities. You have to understand that some clients don’t have prior knowledge about annuities or how they work. We have to be able to explain them in terms that they DO understand. So let’s dive into fixed annuities. A fixed annuity is very simple.…

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“Annuities are Complicated”

One of the most common questions I get is “how do you explain an annuity to a client that knows nothing about annuities”. There’s a book that I wrote called Stress and Rocking Chairs, The 2 Common Killers of People Over 60. The whole purpose of this book was to explain in clear English, not…

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