Jul 5, 2019
Have you helped your clients build a great retirement savings nest egg? Gordon Sylvester, head of GamePlan's life insurance and fixed indexed annuity sales joins us today. He explains how it's equally important to help your client's think about how best to spend down that money in retirement. He has helped numerous wealth managers learn how to pivot their practice by learning how to talk "SLIM" with clients nearing that point in their life. Listen to our show to find out how this acronym help you address unmet client needs.
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Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.