The Annuity Exchange Opportunity Webinar: A High-Target Strategy for Older Annuitants with Embedded Gains Webinar
April 30 @ 1:00 pm – 2:00 pm CDT
Designed for producers and agencies looking for a repeatable way to create value in annuity-heavy books. Learn how to position a PPA-based annuity exchange for clients who are already mentally earmarking annuity dollars for future care, with the potential for tax-free LTC distributions and a streamlined screening experience.
What You’ll Learn:
• Who to target and why: a quick profile of the most common fit (e.g., older clients with an existing nonqualified annuity, not using it for income, and often out of surrender) and how to frame the opportunity around tax efficiency + care planning.
• How to screen and simplify the conversation: how the opportunity is commonly positioned using 4 up-front knock-out questions and instant approval using an e-app.
