What’s your biggest hesitation when it comes to using annuities?
I’m not sure how to position them with clients
Too many product options—hard to compare
Compliance or approval is a hurdle
Compensation doesn’t align with my model
I already use them regularly
Where do annuities currently fit in your planning process?
Not currently using them
Occasionally for specific client needs
As a core piece of retirement income planning
Only when a client requests it
Still figuring that out
How experienced are you with annuities?
Beginner
Intermediate
Advanced
Expert
What is your preferred learning style?
Online courses
Webinars
One-on-one coaching
Printed materials
How often do you engage in professional development?
Weekly
Monthly
Annually
How do you prefer to communicate?
Email
Phone
Virtual meeting
In-person
All set, how can we reach you?
Name
Email
Phone
By submitting this form, you are consenting to receive marketing emails, from Advisors Excel. You can revoke your consent to receive emails at any time by using the Safe Unsubscribe® link, found at the bottom of every email.
Emails are serviced by Constant Contact.
Submit
Thanks for stopping by!
We will be in touch shortly.
Streamline your annuity sales.
Expert insights for advisors.
Tailored annuity solutions.
Great, got your response!
Thank you for your insights!
Advisors Excel
2950 SW McClure Rd, Topeka, KS 66614
advisorsexcel.com
Create yours for free
Powered by Constant Contact
Render time: 133.3529949188 milliseconds