In this module, we have discussed how annuities can be used to meet longer-term wealth accumulation and retirement planning needs, including tax-deferred growth and a guaranteed income the annuitant cannot outlive. In recommending annuity solutions, you will be helping your prospects and clients to select investment options that provide greater benefits for their investment dollars, while maintaining a degree of safety consistent with the prospect's needs and wants and risk tolerance.
Now, for marketing and sales ideas, please go to the Appendix for the unit.
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