Here’s our Strategic Approach to Working with Annuitants
Here’s our Strategic Approach to Working with Annuitants – By Ric Perez • April 13, 2022 It is substantially different from the approach other companies take: 1) We Dissuade and Suggest Alternatives 2) We try to Preserve the Structure 3) We Encourage Professional Advice We all know how fast life can change and sometimes just…