What YOU & YOUR CLIENTS Need to Know About Annuities!

Welcome back to the Direct Insurance Podcast - or DIP! for short! A podcast for independent insurance agents; brought to you by Insurance Advisors Direct, a full-service FMO.  Today we sat down with Robert Intelisano, aka The Insurance Doctor! Rob walks us through some really important things that both you and your clients need to know about annuities; including some basic definitions and tax deferrals.Robert is the Founder and President of Intelisano & Associates. Since 1999 he has worked with thousands of individuals, families, and businesses helping them to obtain the best and most cost-effective insurance protection for their specific needs. Taking a holistic approach with every case, Rob does not promote products until he understands his client’s short and long-term goals and needs. Only then does Rob and his team of independent professional advisors design the best solution, and always with the goal of providing you with protection and peace of mind at the right premium.Rob has earned the following designations:• Earned Chartered Life Underwriter CLU in 1995• Earned Certified Senior Advisor CSA in 2003Rob shares some of the most important lessons he's learned since starting in the industry, including the importance of having a good mentor, and being honest and transparent with your clients.Share this episode with a small business owner that you think would find this information helpful; even if they're not an insurance agent! But until then - Let's D.I.P. into insurance