Join us for a virtual Simplicity Annuity University and receive detailed findings from the largest study ever conducted on the language of financial services.
You will walk away with:
Research: Learn specific phrases that have been identified as more interesting or important by 13,000 investors on topics like: retirement plans, risk, fees, and more.
Training: Understand how to effectively utilize key questions and phrases proven to be powerful in your process.
Resources: Receive an interactive workbook with communication strategies and scripts that will help make an immediate connection with your clients and prospects.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION.
*2018 Guaranteed Lifetime Income Study (GLIS), conducted by Greenwald & Associates and CANNEX.