Annexus Webinar: Practice Building through Beneficiary Designations
Register now for the next Webinar
Next Generation Tools: Practice Building through Beneficiary Designations
Presented by: The Annexus Research Institute
Date: April 21, 2015
Time: 3 - 4 p.m. (EDT); 2 - 3 p.m. (CDT); 12 – 1 p.m. (PDT)
Join Us and Learn:
- 80% of all beneficiary designations are used incorrectly, which ones are right?
- Why to avoid using “per stirpes” in your beneficiary designations
- Appropriate designations, tools and marketing strategies for your practice
FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. Broker-Dealer and Registered Investment Advisory services provided by Client One Securities LLC. Member FINRA/SIPC. Client One Securities LLC is a wholly owned subsidiary of CreativeOne.
© 2015 Creative One Marketing Corporation
Related terms: Annuities, Industry News, Product Training & Knowledge, Product Updates, Sales Strategies, Training
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