Considering Virtual Face-to-Face Sales?
With the current environment in mind, are you considering conducting business through virtual video conferencing?
Meeting with clients and making sales through virtual face-to-face video conferencing methods such as Skype, FaceTime, Duo, and Zoom may be necessary and is now acceptable. The flyer below addresses important requirements that must be met in order to conduct business with someone you are not meeting in person.
Note: If you are a registered representative, you should follow your broker/dealer’s or registered investment advisor’s requirements.
Allianz Life Insurance Company of North America (Allianz) is continuing to monitor developments regarding COVID-19 and the well-being of our clients and the financial professionals who serve them.
The following reflects Allianz life insurance new business and underwriting process updates, including paramed exams, lab processing, and phone history interviews.
The benefits of fixed index annuities kit now available
Have you ordered your copy of our client- approved The benefits of fixed index annuities kit?
Use the exclusive client-approved The benefits of fixed index annuities kit (M-5180) for your next client meeting or seminar. Show your clients how a fixed index annuity (FIA) can be a part of their retirement strategy.
Please contact the Life & Annuity Sales Team for additional information 415-408-7763 x103 | 877-577-5101 x103 | Info@OptimaFIS.com