Building a Tax Efficient Legacy Using Life Insurance & Annuities

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Join Zack Brown, Senior Business Development Wholesaler at Athene, as he talks about Athene’s best-in-class annuities and their benefits to help you confidently recommend those best-suited to a client’s needs.

• Athene’s products across the annuity spectrum and the financial goals they help meet — protection, growth or income.
• Scenarios to help identify prospective clients and the assets they’d need to reach their objectives.
• Nine questions to help uncover client needs and digital resources to help with product conversations.