Sometimes it’s hard to get a client to really understand our point… that’s why the table below is so powerful. If you specialize in either income planning or annuity sales this table helps people understand the importance of working with you very quickly.
Source: http://www.fpanet.org/journal/CurrentIssue/TableofContents/DynamicImplicationsofSequenceRiskonDistPortfolio/
About Mike Kaselnak
Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
