Volume 321 | Mar 3, 2023
Agent news
Senior Needs Analysis – Is it necessary?

It’s Smoother Than You Imagine
Product Highlight
FIXED INDEX ANNUITIES
Every client is unique and so too is their retirement. That’s why American Equity’s Shield Suite of fixed index annuities offers products with core benefits to address common goals and concerns. They’re all built on a foundation of world-class service and financial professional support. 
Lead Generation Spotlight
The secret to becoming one of the most successful agents in our industry is activity! Our lead programs are designed to do just that. Find the program that fits your budget.
Expanding your sales portfolio earning more commissions.
Senior Needs Analysis – Is it necessary?
A question I receive often is whether doing a needs analysis while working the senior market is really necessary. The short answer is without a doubt absolutely.
Most of us work, as primary markets, Mortgage Protection and Final Expense focusing on the senior market. ..