Don't ignore the impact of the product carrier when fact finding
Update: 2025-05-06
Description
In this episode, we unpack why the carrier behind the product matters just as much as the product itself during the fact-finding process. While several annuity products might check all the boxes for a client’s needs, the carrier you choose can have a major impact on the client experience—from service and support to long-term stability and trust. Chad shares why digging deeper into carrier differences is a crucial part of doing what's truly in the client’s best interest, and how being intentional with this step can set you apart as a top-tier agent.
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