Webinars With Industry Experts

How A Fee-Only RIA Can Advise Clients On Existing Annuities

As a fee-only advisor, you may not have analyzed enough variable annuity contracts to know the intricacies of specific products owned by your clients and make recommendations about them. It may often seem best to recommend surrendering a VA when the penalty period is over, but often that’s not in a client’s best interest.

 

At this session, you will learn about:

 
• The ABCs of VAs—mortality and expense risk charges, administrative and contract fees
• When to retain a VA beyond the penalty period
• Specific benefits to look for in VA contracts
• Which contracts will insurers pay a premium for surrendering

 

Speaker Mark Cortazzo, CFP®, is a Senior Partner of MACRO Consulting Group and an industry expert on variable annuities. Mark’s research over the last 20 years has given him extensive knowledge of the nuances of these programs and his clients have benefitted from his use of variable annuities in non-traditional strategies.

 

Note: This webinar is eligible for IMCA® CE credit for CIMA®, CIMC®, and CPWA® certifications.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.
Please fill the required field.

Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

SCHEDULE A DEMO