Needs a better response31
Mitchanswered poorlySkeptical of claims, worried about scams or unrealistic
ThemAnd I'm not trying to be greedy, but if I could get something to what your ad actually says say, like, 10% of what say, I if you're if I have $250,000, hey.And and I'm not trying to be greedy, but if I could get something to you know, what your what your ad actually says, you know, say, like, 10% of what you know, say, I if you're if I have $250,000, hey.
...
HimSo if you wanted 10% on your money, I don't think an income annuity would be the best would be the best resource for you.So if you wanted 10% on your money, I don't think an income annuity would be the best would be the best resource for you.
No answer exists for this yet
The script does not cover it and he has not yet answered it well on a call that booked, so there is nothing here worth copying. This one needs a response written.
Eugeneanswered poorlyConcerns about trust, control, or being taken advantage of
ThemIf you had $750,000 and it took you your whole life to make this money.If you had $750,000 and it took you your whole life to make this money.
...
HimHey.Hey.
He has answered this one well before, on a call that booked
ThemIs this gonna be in a is this gonna be Internet based where I choose everything online?Is this gonna be in a is this gonna be Internet based where I choose everything online?
...
HimSo what we're gonna what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right product or program that can help you in your situation.So what we're gonna what what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right, you know, product or program that can help you in your situation.
Viehlanswered poorlyConcerns about access to money, liquidity, or flexibility
ThemIf I put this in annuity, do I lose that money if, god forbid, an emergency or something?If I put this in annuity, do I lose that money if, god forbid, an emergency or something?
...
HimSo in case of emergency, can I have access to the money?So in case of emergency, can I have access to the money?
No answer exists for this yet
The script does not cover it and he has not yet answered it well on a call that booked, so there is nothing here worth copying. This one needs a response written.
Markanswered partlyPrevious negative experience with annuities or advisors
ThemI'll sitting on an account, and my broker tells me it's growing, but I don't see any growth.I'll sitting on an account, and my broker tells me it's growing, but I don't see any growth.
HimAnd it's really you want those funds are tailored or they're allocated for income in the future for retirement.And it's really you want those funds are tailored or they're they're allocated for income in the future for retirement.
He has answered this one well before, on a call that booked
ThemI would refer to as no smoking mirrors and bullshit.I would refer to as no smoking mirrors and bullshit.
...
HimAnd when you tailor it for a income stream, it's everything is all incorporated.And when you when you when you tailor it for a income stream, it's it's you know, everything is all incorporated.
Crystalanswered partlyStill educating themselves, not ready to decide
ThemJust it's just a big step.Just you know, it's just a big step.
...
HimOkay.Okay.
The script already answers this (s8, Commitment and close)
STEP 8: It sounds like you are still in the education phase, which is perfectly fine. Rather than having our architects prepare a customized review, I would recommend starting with our educational web
Raised in the body and not answered until the close. The script does not pre-handle this one, so he met it without an answer ready.
Salvadoranswered partlySkeptical of claims, worried about scams or unrealistic
ThemI don't know if that's true or that's just a something that's a ploy to get you, know, hooked on there and say, hey.I I don't know if that's true or that's just a a, you know, something that's a ploy to get you, you know, hooked on there and say, hey.
...
HimThere are ways there are ways to do that, and that's what we're gonna go over with you on the next call or Zoom.There there are ways there are ways to to do that, and that's what we're gonna go over with you on the on the next call or Zoom.
No answer exists for this yet
The script does not cover it and he has not yet answered it well on a call that booked, so there is nothing here worth copying. This one needs a response written.
Salvadoranswered partlyQuestions about annuity features, mechanics, or terms
ThemSo The first thing is And the thing is and the thing is that my four zero one k, I don't know if I should do it, like, right now or because my employer matches what I put in, they match up to 9%.So The first thing is And the thing is and the thing is that my four zero one k, I don't know if I should do it, like, right now or because my my employer matches what I put in, they match up to 9%.
...
HimThat'll be make sure you I'm gonna put I'm gonna put that down.That'll be make sure you I'm gonna put I'm gonna put that down.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Salvadoranswered partlyQuestions about annuity features, mechanics, or terms
ThemIs there anything is there any such thing as actually money that's made?Is is there anything is there any such thing as actually money that's made?
...
HimIt depends on what your because your funds have to be at least taxed one time.It depends on what your because your funds have to be at least taxed one time.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Emiliaanswered partlyQuestions about annuity features, mechanics, or terms
ThemWhich I don't know how long will it last me.Which I don't know how long will it last me.
...
HimWe can show you projection.We can show you projection.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Briananswered partlyQuestions about annuity features, mechanics, or terms
ThemI'm gonna I don't want any I don't wanna be dealing with a lot of fees.I'm gonna I don't want any I don't wanna be dealing with a lot of fees.
...
HimNeeds to see no fees.Needs to see no fees.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Ronaldanswered partlyConcerns about trust, control, or being taken advantage of
ThemAnd some of that stuff is out of your control, but then you're trying to build this trust relationship with somebody.And and some of that stuff is out of your control, but then, you know, you're trying to build this trust relationship with somebody.
...
HimAt least we at least have the control over your own, like, well-being to kind of pivot if you need to based on things out of our control.At least we at least have the, you know, control over your own, like, well-being to kind of pivot if you need to based on, you know, things out of our control.
He has answered this one well before, on a call that booked
ThemIs this gonna be in a is this gonna be Internet based where I choose everything online?Is this gonna be in a is this gonna be Internet based where I choose everything online?
...
HimSo what we're gonna what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right product or program that can help you in your situation.So what we're gonna what what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right, you know, product or program that can help you in your situation.
darrellanswered partlyPrevious negative experience with annuities or advisors
ThemAnd see what happened was because I was dealing with Fidelity, and the woman that I was dealing with, when I called up to see about getting the money out, and she told me how much it was gonna cost me, I kinda made a smart comment and hung up the phone.And see what what happened was because I was dealing with Fidelity, and the woman that I was dealing with, when I called up to see about getting getting the money out, and she told me how much it was gonna cost me, I kinda made made made made a a smart comment and hung up the phone.
...
HimI don't think that's accurate, but we'll help you out with that.I don't think that's accurate, but we'll we'll help you out with that.
He has answered this one well before, on a call that booked
ThemI would refer to as no smoking mirrors and bullshit.I would refer to as no smoking mirrors and bullshit.
...
HimAnd when you tailor it for a income stream, it's everything is all incorporated.And when you when you when you tailor it for a income stream, it's it's you know, everything is all incorporated.
Briananswered partlyQuestions about annuity features, mechanics, or terms
ThemI've also been seeing once they get bonuses.I've also been seeing once they get bonuses.
...
HimSo with the so that's so bonuses are tied to growth annuities.So with the so that's so bonuses are tied to growth annuities.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Kennyanswered partlyStill educating themselves, not ready to decide
ThemAnd then at this juncture, I'm fine where I am, but I'm just looking at what's out there for me.And then at this juncture, I'm fine where I am, but I'm just looking at what's out there for me.
...
HimThat'll be on the next when we book a Zoom with the, retirement income architect, that's where you're gonna go over the numbers.That'll be on the next when we book a Zoom with the, retirement income architect, that's where you're gonna go over the numbers.
The script already answers this (s8, Commitment and close)
STEP 8: It sounds like you are still in the education phase, which is perfectly fine. Rather than having our architects prepare a customized review, I would recommend starting with our educational web
Raised in the body and not answered until the close. The script does not pre-handle this one, so he met it without an answer ready.
Davidanswered partlyConfused about the process, what to expect, or what was
ThemJust give me everything.Just just give me everything.
...
HimHere here's the first here's the first question.Here here's the first here's the first question.
He has answered this one well before, on a call that booked
ThemSo because right now, I'm with Fidelity right now.So because right now, I'm I'm with I'm with Fidelity right now.
...
HimWhether it's Fidelity or Prudential, all these different companies, it's gonna be an actual so we're gonna be we're gonna be advising you, but your Okay.Whether it's Fidelity or, you know, Prudential, all these different companies, it's gonna be an actual so we're gonna be we're gonna be advising you, but your Okay.
Joanswered partlyQuestions about annuity features, mechanics, or terms
ThemSo I wanna know, like, are you different than other annuities?So I wanna know, like, are you different than other annuities?
...
HimThere's different, yeah, there's different strategies now compared to ten years ago.There's different, yeah, there's different strategies now compared to ten years ago.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Joanswered partlyQuestions about annuity features, mechanics, or terms
ThemAnd does that cover, like, home care or anything?And does does that cover, like, home care or anything?
...
HimThat's good that you meant that's good that you mentioned that.That's good that you meant that's good that you mentioned that.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Richardanswered partlyStill educating themselves, not ready to decide
ThemI'm just interviewing a couple different annuity specialists to see what their recommendations are.I'm just interviewing a couple different annuity specialists to see what their their recommendations are.
HimGot it.Got it.
The script already answers this (s8, Commitment and close)
STEP 8: It sounds like you are still in the education phase, which is perfectly fine. Rather than having our architects prepare a customized review, I would recommend starting with our educational web
Raised in the body and not answered until the close. The script does not pre-handle this one, so he met it without an answer ready.
Ednaanswered partlyAlready working with another advisor or has competing
ThemBecause But I'm not from the there is well, because there is already a guy I have already made business with.Because But I'm not from the there is well, because there is already a guy I have already made business with.
...
HimYeah.Yeah.
No answer exists for this yet
The script does not cover it and he has not yet answered it well on a call that booked, so there is nothing here worth copying. This one needs a response written.
Ednaanswered partlyScheduling issues or limited availability
ThemTransamerica is one of the Transamerica is one of the companies that my organization has business with, and Transamerica also has an appointment to sit down with me to discuss what will I do with my money when I retire because half of my money is with Transamerica and the other half is with Fidelity at the moment.Transamerica is one of the Transamerica is one of the companies that my organization has business with, and Transamerica also has an appointment to sit down with me to discuss what will I do with my money when I retire because half of my money is with Transamerica and the other half is with Fidelity at the moment.
...
HimYeah.Yeah.
He has answered this one well before, on a call that booked
ThemThat's would not work for me.That's would not work for me.
...
HimLet me check if there's any earlier is morning, midday, or afternoon better for you?Let me let me check if there's any earlier is is morning, midday, or afternoon better for you?
Anthonyanswered partlyQuestions about annuity features, mechanics, or terms
ThemBut this year, I'm not doing as well this year.But this year, I'm not doing as well this year.
...
HimWould it be appropriate?Would it be appropriate?
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Jackieanswered partlyProspect is busy, driving, or needs to call back
ThemI don't know because I've gotta just start I'm actually been trying to get in with them with my to start contributing to the four zero one k here, but I have one problem after the other.I don't know because I've gotta just start I'm actually been trying to get in with them with my to start contributing to the four zero one k here, but I I have one problem after the other.
...
HimIf you can let us know what company is your company is your employer using for retirement, then we can know exactly what parameters they have for to get set up and everything.If you can let us know what what company is your is your company is your employer using for retirement, then we can know exactly what what parameters they have for to get set up and everything.
The script already answers this (s1, Introduction)
STEP 1: This only takes about five to eight minutes, but I do want your full attention. Would later today or tomorrow be better for a quick call?
Mitchanswered partlyPrevious negative experience with annuities or advisors
ThemTo tell you the truth, I'm not sure because right now, I have basically, all my money is in a new lease.You know, to tell you the truth, I'm not sure because right now, I have basically, all my money is in a in a new lease.
...
HimAnd to be quite honest with you, I'll I'm I'll be the first to say it too, Mitch, is that annuities in general aren't always aren't always a bad thing.And and to be to be quite honest with you, I'll I'll I'm I'll be the first to say it too, Mitch, is that annuities in general aren't always, you know, aren't always a bad thing.
He has answered this one well before, on a call that booked
ThemI would refer to as no smoking mirrors and bullshit.I would refer to as no smoking mirrors and bullshit.
...
HimAnd when you tailor it for a income stream, it's everything is all incorporated.And when you when you when you tailor it for a income stream, it's it's you know, everything is all incorporated.
Mitchanswered partlyConcerns about trust, control, or being taken advantage of
ThemI don't know if I could trust anybody like that, right off the bat now just as I've had some bad of course, they don't think they're bad, and they're probably not thinking they're bad either.I don't know if I could trust anybody like that, right off the bat now just as as I've had some bad bad you know, of course, they don't think they're bad, and they're probably not thinking they're bad either.
...
HimThat's that's unfortunate.I mean, that's, you know, that's unfortunate.
He has answered this one well before, on a call that booked
ThemIs this gonna be in a is this gonna be Internet based where I choose everything online?Is this gonna be in a is this gonna be Internet based where I choose everything online?
...
HimSo what we're gonna what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right product or program that can help you in your situation.So what we're gonna what what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right, you know, product or program that can help you in your situation.
Chrisanswered partlyQuestions about annuity features, mechanics, or terms
ThemCan like, the time be adjusted?Can can can, like, the the time be adjusted?
...
HimIt can like, usually, with these type of payments, just like a pension and Social Security, it's forever, so as long as you live.Well, it can like, usually, with these type of payments, just like a pension and Social Security, it's forever, so as long as you live.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Kentanswered partlyConcerns about access to money, liquidity, or flexibility
ThemBut Well, I my is my just outliving the money.But Well, I my my is my just outliving the money.
...
HimLike, we never suggest to anybody to put all of their funds in one vehicle.Like, we we never we never suggest to anybody to put all of their funds in one vehicle.
No answer exists for this yet
The script does not cover it and he has not yet answered it well on a call that booked, so there is nothing here worth copying. This one needs a response written.
Kentanswered partlyConcerns about trust, control, or being taken advantage of
ThemRight now, I am probably not interested in that.Right now, I am probably not interested in that.
...
HimLike, we never suggest to anybody to put all of their funds in one vehicle.Like, we we never we never suggest to anybody to put all of their funds in one vehicle.
He has answered this one well before, on a call that booked
ThemIs this gonna be in a is this gonna be Internet based where I choose everything online?Is this gonna be in a is this gonna be Internet based where I choose everything online?
...
HimSo what we're gonna what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right product or program that can help you in your situation.So what we're gonna what what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right, you know, product or program that can help you in your situation.
Mahienanswered partlyStill educating themselves, not ready to decide
ThemBecause right now, stock market is very it's not stable.Because right now, stock market is very it's it's not stable.
...
HimIf there was a way to help boost your accounts, like, to recover some of the some of make sure that it recovers well in a shorter period of time.If there was a way to to help boost your your accounts, like, to recover some of the, you know, some of make sure that it it recovers well in a shorter period of time.
The script already answers this (s8, Commitment and close)
STEP 8: It sounds like you are still in the education phase, which is perfectly fine. Rather than having our architects prepare a customized review, I would recommend starting with our educational web
Raised in the body and not answered until the close. The script does not pre-handle this one, so he met it without an answer ready.
Viehlanswered partlyStill educating themselves, not ready to decide
ThemI'm not right now, I'm waiting for some cash.I'm not right now, I'm waiting for some cash.
...
HimIf you go back and I have we actually I actually have a client that's he's waiting for his, like, real estate deals to go through about three different properties.If you go back and I I have we actually I actually have a client that's he's waiting for his, like, real estate deals to to go through about three different properties.
The script already answers this (s8, Commitment and close)
STEP 8: It sounds like you are still in the education phase, which is perfectly fine. Rather than having our architects prepare a customized review, I would recommend starting with our educational web
Raised in the body and not answered until the close. The script does not pre-handle this one, so he met it without an answer ready.
LARRYanswered partlyQuestions about annuity features, mechanics, or terms
ThemSo what do you have to pay into it to get?So So what do you have to pay into it to get?
...
HimYou can start the income right away.You can you can start the income right away.
He has answered this one well before, on a call that booked
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Bruceanswered partlyNeeds more information or clarification before proceeding
ThemBut that's you were this is not in a place to discuss that now.But that's you were this is not in a place to discuss that now.
...
HimThank my next, yeah, my next question would be, did you want to want me to add a note here so that they can go over that on the Zoom?Thank my next, yeah, my next question would be, did you want to want me to add a note here so that they can go over that on the Zoom?
He has answered this one well before, on a call that booked
ThemWill you text sometimes I delete these things because I Mhmm.Will you text sometimes I delete these things because I Mhmm.
...
HimHe will it'll be a reminder on Thursday night and then Friday morning.He will he will it'll be a reminder on on on Thursday night and then Friday morning.
Handled well, and the call booked20
Worth copyingMarkanswered wellQuestions about annuity features, mechanics, or terms
ThemSo on your advertisement, explain to me how it's an annuity works.So on your advertisement, explain to me how it's an annuity works.
...
HimSo similar to a pension, you put a lump sum, and then the insurance company or annuity company guarantees you a income.So so similar to a pension, you put a a lump sum, and then the the insurance company or annuity company guarantees you a income.
Worth copyingSalvadoranswered wellConcerns about trust, control, or being taken advantage of
ThemIs this gonna be in a is this gonna be Internet based where I choose everything online?Is this gonna be in a is this gonna be Internet based where I choose everything online?
...
HimSo what we're gonna what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right product or program that can help you in your situation.So what we're gonna what what Alvin's gonna do is he's going to try to determine which is the best carrier, which is like a financial company that is best to that that'll serve you best and has the right, you know, product or program that can help you in your situation.
Worth copyingSalvadoranswered wellConfused about the process, what to expect, or what was
ThemSo because right now, I'm with Fidelity right now.So because right now, I'm I'm with I'm with Fidelity right now.
...
HimWhether it's Fidelity or Prudential, all these different companies, it's gonna be an actual so we're gonna be we're gonna be advising you, but your Okay.Whether it's Fidelity or, you know, Prudential, all these different companies, it's gonna be an actual so we're gonna be we're gonna be advising you, but your Okay.
Worth copyingEmiliaanswered wellNeeds more information or clarification before proceeding
ThemAnd I'm only 59 years old.And I'm only 59 years old.
...
HimSo you haven't turned on Social Security yet.So you haven't turned on Social Security yet.
Worth copyingBriananswered wellQuestions about annuity features, mechanics, or terms
ThemMarket takes a shit.Market takes a shit.
...
HimYou're not directly in the market, and there's a floor.You're not directly in the market, and there's a there's a floor.
Worth copyingLarry answered wellConfused about the process, what to expect, or what was
ThemI don't know how to answer that question.I I don't I don't know how to answer that question.
...
HimWe can have we can have them show you both so that way you can see what your options are.We can have we can have them show you both so that way you can see what your options are.
Worth copyingrossanswered wellQuestions about annuity features, mechanics, or terms
ThemI'm 75 years old, Jeremy.I'm 75 years old, Jeremy.
...
HimAnd what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.And what we'll do is, most likely, we'll show you the difference, like, income based and based on, like, like, turning on the income right away and then compare it to, say, a year from now, and then you decide for yourself what what's best for you.
Worth copyingrossanswered wellPrevious negative experience with annuities or advisors
ThemI would refer to as no smoking mirrors and bullshit.I would refer to as no smoking mirrors and bullshit.
...
HimAnd when you tailor it for a income stream, it's everything is all incorporated.And when you when you when you tailor it for a income stream, it's it's you know, everything is all incorporated.
Worth copyingrossanswered wellConcerns about trust, control, or being taken advantage of
ThemHaving the flexibility for future deposits would be good because I wanna pull money from North American on a regular basis to add to the income stream.Having the flexibility for future deposits would be good because I wanna pull money from North American on a regular basis to add to the income stream.
...
HimMost likely well, if you're if it's an income because each annuity that you start, it's gonna set up an income.Most likely well, if you're if it's an income because each each annuity that you start, it's gonna set up an income.
Worth copyingRonaldanswered wellPrevious negative experience with annuities or advisors
ThemI got into a discussion where I said, you forgot to evaluate my age in there because I can't I cannot ride just like right now.Well, I I got into a a discussion where I said, you forgot to evaluate my age in there because I can't I cannot ride just like right now.
...
HimYeah.Yeah.
Worth copyingdarrellanswered wellQuestions about annuity features, mechanics, or terms
ThemAnd they had told me something about, I don't know how it will possibly be since they said they closed that account that if I just had somebody to take those accounts over, it would be a swap, and I wouldn't have to pay a charge.And they had told me something about, I don't know how it will possibly be since they said they closed that account that if if I just had somebody to take those accounts over, it would be be be a swap, and I wouldn't have to pay a charge.
HimThat's what we're that's what we're gonna go over.That's what we're that's what we're gonna go over.
Worth copyingBriananswered wellPrevious negative experience with annuities or advisors
ThemI don't want one with a lot of fees.I don't want one with a lot of fees.
...
HimIt sounds like it was a growth annuity that you had.It sounds like it was a growth annuity that you had.
Worth copyingBriananswered wellQuestions about annuity features, mechanics, or terms
ThemI just had one annuity person I was talking with trying to sell me a nationwide one, and I'm 66.I just had one annuity person I was talking with trying to sell me a nationwide one, and I'm 66.
...
HimIt's not a problem at all.It's not not a problem at all.
Worth copyingGreganswered wellNeeds more information or clarification before proceeding
ThemI'm well aware of annuities.Well, I'm I'm well aware of annuities.
...
HimWe have different types, some for growth and some for income.We we have different types, some for growth and some for income.
Worth copyingGreganswered wellQuestions about annuity features, mechanics, or terms
ThemSo Well, I'm wondering And what your fixed income, you keep saying growth.So Well, I'm wondering And what your fixed income, you keep saying growth.
...
HimIt's not in the market.It's not it's not in the market.
Worth copyingDavidanswered wellProspect is busy, driving, or needs to call back
ThemI have something to do.I have something to do.
...
HimLet's go into the calendar and get you on the calendar.Let's go into the calendar and get you on the calendar.
Worth copyingSaritaanswered wellNeeds more information or clarification before proceeding
ThemI did not receive any document from you.I did not receive any document from you.
...
HimLet me I'll make sure that gets resent to you.Let me I'll make sure that that gets resent to you.
Worth copyingEdnaanswered wellQuestions about annuity features, mechanics, or terms
ThemBut my only issues with annuities is, like, the payment to the financial adviser.But my only issues with annuities is, like, the the payment to the financial adviser.
...
HimSo how let me address the like, how we get paid.So how how let me address the like, how we get paid.
Worth copyingEdnaanswered wellStill educating themselves, not ready to decide
ThemI have heard about annuities.I have heard about annuities.
...
HimThe so you kinda understand how income annuity works because a pension is just a big annuity.The the so you kinda understand how income annuity works because a pension is just a big annuity.
Worth copyingEdnaanswered wellQuestions about annuity features, mechanics, or terms
ThemBut you don't only deal you are not only dealing with annuities, I hope.But but you don't you don't you don't only deal you are not only dealing with annuities, I hope.
...
HimWe have alternate alternative strategies too.We have alternate alternative strategies too.