Annuity marketing

By Steve Savant

Annuity marketing is all the rage, but even non-FINR annuities have regulatory compliance items that most licensed agents either don’t know or choose to ignore. In this integrated approach to selling annuities, this methodology escorts you through a seamless sales process that has touched every talking point related to the compliant marketing of annuities. After the Glenn Neasham story broke two years ago, compliant selling took on a whole new meaning. Steve and Michael walk you through the annuity selling process of compliant marketing.