24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland

Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently?  Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and…

I WANT TO MAKE 2021 MY BEST YEAR!