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10.28.21 - Annuities: The Basics & How to Sell Them with Jim TeKippe


SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, discuss one of the most important topics when it comes to Retirement Solutions: Annuities!! We review the vital basics and what you need to know in order to sell them! Joining in on the discussion is Jim TeKippe! He’ll be sharing how he uncovered assets and replaced a variable annuity to give his 80-year-old clients more safety and peace of mind!

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