That Annuity Show
Leads really are the lifeblood of many retirement practices. However, changes in regulation both in the annuity and Medicare space may put an end to the market for leads as many agents know it. Danny Greeson and Josh Solomon from Introz join us today to talk about the changes agents will need to make in the future to find new clients.
Links mentioned in the show:
https://introz.com
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Episode Transcript
The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
1 comment
Join the conversationJohn Ballister - September 6, 2023
Great episode – nice to hear a good dialog on how AI will impact insurance and annuity marketing. Seeing changes already in my day-to-day from the major carriers – nothing as advanced as they discussed. Interested to hear more about whether there are ways for AI to help optimize these Introz profiles?