Breakthrough Advisor

Breakthrough Advisor


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

August 25, 2021

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 consumers around annuities. Tamiko explains how gen X and baby … Continue reading 24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland →