A Powerful Tool for Expanding Your Annuity Sales Strategy

Agents and brokers who are new to annuities may not be aware of the value of specimen policies in enhancing their knowledge of some rather complicated products.

A specimen policy is a copy of the policy that is issued to an investor once he or she signs an application for an annuity. The purpose of the specimen policy is to provide the investor a means to review and become familiar with the annuity policy provisions so he or she can make an informed decision before purchasing the contract.

A Powerful Tool for Expanding Your Annuity Sales Strategy
Source: Insurance News Net
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