Best way to get the information on a clients annuity?

[Tim Lumbao]

What is Best way to get the information on a clients annuity? We went online and checked it, but there’s not a lot of information there. We called the State Farm carrier and they said they don’t know. We have to go to the local agent to get the numbers. Is that the case with most carriers?

 

[Newby]

What is Best way to get the information on a clients annuity? We went online and checked it, but there’s not a lot of information there. We called the State Farm carrier and they said they don’t know. We have to go to the local agent to get the numbers. Is that the case with most carriers?

No. State Farm will always claim that only the agent can help you. Most companies are not as strict as them about protecting the agent’s business.