Get to know your clients and their unique needs with an annuity fact finder. Some of our favorite annuity carriers have developed materials that make annuity appointments a lot easier – take advantage of them and find the one you like best.

  Fact Finder: Athene Retirement Personalities

  Fact Finder: Athene Social Security Questionnaire

  Fact Finder: Athene Social Security Strategy Worksheet

  Fact Finder: Brokers International

  Fact Finder: New Horizons Client Needs Assessment (CNA)

  Fact Finder: SILAC Agent Cheat Sheet for Annual Reviews

  Fact Finder: SILAC Annual Review Pack

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