AEP Readiness & Annuity Opportunities | Retirement Solutions Roundtable
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About this episode
This week on Retirement Solutions Roundtable, Bill Martin 2.0 sits down with Medicare Division Director Ivy Wilson and Bob Mueller, District Sales Manager and National Training Coordinator for American Senior Benefits, to discuss what agents need to know heading into the upcoming AEP season.
From Medicare opportunities to compliantly incorporating annuity conversations into your client process, this episode delivers valuable insights to help you serve clients effectively while growing your business.
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Each time Equis Financial's Podcast Network publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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