Do you have clients that have old Non-Qualified Annuities?
Maybe they are old VA’s purchased for income guarantees?
Maybe they started as an alternative to savings to get better returns and tax-deferred growth?
Maybe they became a CD alternative years ago?
How many of these clients are now in their 60’s and 70’s and realizing they don’t really need these funds for lifestyle or cash flow?
We have SOLUTIONS for you that could dramatically improve a clients Wealth Transfer or LTC Protection!!
The only catch is they still need to be in semi-decent health.
Do you have a client or two that comes to mind? Assuming yes, don’t miss out on this BREW to learn more!