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Building Client Relationships Through Legacy Planning

March 30 @ 10:00 am - 10:30 am UTC-8

Many of our client relationships terminate when the owner of an account passes away.  However, we have opportunities to add value for the beneficiaries of our clients through annuity solutions – thus, earning business from the next generation.  Please join Brandon Hauck, Annuity External Wholesaler, to review legacy planning strategies, annuity solutions that can create tax efficiency, and case studies where we’ve grown business by educating clients and their heirs.  Register today!

REGISTER NOW

Details

Date:
March 30
Time:
10:00 am - 10:30 am UTC-8
Event Category:

Venue

CA United States

Organizer

CPS Annuities Team
Phone:
(949) 863-0700 Option 2
Email:
annuitysales@cpsinsurance.com
Website:
www.cpsinsurance.com