About this Course
Embark on a comprehensive journey with three dynamic courses: Introduction to Pre-Retirement Planning Strategies Annuities: Navigating the Wealth Landscape Fee-based Planning: How To Build Lasting Client Partnerships Dig into key pre-retirement strategies, understand the intricacies of annuities, and master fee-based client partnerships. Gain insights into retirement income planning, tax implications of annuities, and client engagement techniques. Elevate your financial expertise and forge lasting partnerships with clients. Key takeaways: Retirement planning essentials, annuity fundamentals, and fee-based client engagement strategies
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