Elevate your annuity selection process with this course on C2P’s algorithmic approach to reviewing and screening annuity products in the marketplace. You’ll learn how our rigorous process aligns with best interest standards, ensuring you can confidently recommend the right products for your clients’ financial goals. Explore the powerful tools available for advisors, designed to simplify the screening process and enhance your decision-making. By understanding the intricacies of annuity evaluation, you’ll be better equipped to serve your clients’ best interests while boosting your practice’s credibility and effectiveness.
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To access to this course contact your C2P Support Team, login or use request access.