Upcoming Live Webinar: Bridging the Gap: How Visual Planning and Annuity Expertise Elevate Client Conversations

In today’s advisory landscape, uncovering meaningful client insights is key to delivering better financial outcomes. Asset-Map’s visual approach fosters deeper, more engaging discussions, while Annuity Giants specialize in training advisors on the nuances of annuities and their role in financial planning.

This webinar explores how integrating Asset-Map’s conversational framework with annuity expertise can help advisors confidently guide clients toward informed retirement decisions. Through an education-focused case study, we’ll demonstrate how these two approaches work together to enhance client understanding, reveal new planning opportunities, and build stronger advisor-client relationships.