• Updates to the Fact Finder

  • Mar 3 2025
  • Duración: 18 m
  • Podcast

Updates to the Fact Finder

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  • Resumen

  • Join us as we delve into the recent updates made to the Fact Finder, a crucial tool for annuity agents. Learn how we've revamped this essential one-sheet to better capture all the necessary information during the first phone call with a client. This episode covers the enhancements designed to help agents fully understand their clients' situations and needs, addressing the modern-day challenges of the annuity business. Discover the strategic improvements that make the Fact Finder more effective and efficient, equipping agents to make informed decisions and provide top-notch service in today's dynamic market.
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