Recorded by: Brad Swineheart
Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan.
Is there a way to know that these tools have been correctly implemented within your client’s plan?
In this episode, Brad Swineheart speaks with Dominic Cursio, senior vice president of business development at Agatha Global Tech, LLC. Dominic shares the unique software solution for his clients called Annuities Genius and how the software helps his clients understand the process of annuities.
- The two areas of concern that the Annuities Genius software helps solve
- The main challenges for new representatives selling annuities in the industry
- Three things he recommends for new advisors to learn to best help their clients
- Why annuities have such a bad reputation––and why organizations are falling behind their competitors in the industry
- And more