Manage your book with annual reviews

Save client records and dated notes. Review existing contracts yearly and prepare before each guarantee period ends.

Annual reviews keep records current. They also reveal service needs, approaching contract dates and changed client goals.

Saves records, uses credits

You'll learn to

• Create complete client records with dated notes
• Review statements and in-force carrier information each year
• Prepare before a multi-year guarantee annuity's guarantee period ends

In this guide

1. 1. Create a client record with dated notes
2. 2. Find the client and run the annual review
3. 3. A fixed-rate annuity guarantee period is ending