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As individuals approach the end of their professional careers, retirement planning is an increasingly important consideration. Life and annuity agents can play a crucial role in helping these individuals plan and prepare for their post-work life. However, securing clients and maintaining relationships requires a thoughtful marketing and selling strategy. Here are some tips for life and annuity agents as they navigate the retirement planning and maintenance market: 1. Understand your clients’ needs and goals Every individual’s retirement plan will look different. As an agent, it is essential to truly understand your clients’ needs and goals in order to provide personalized solutions. This involves
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)