Fidelity: Life’s Big Moments Conversation Guide
Fidelity & North American recently discussed “Planning for Life’s Big Moments” and the impact this can have on your client’s financial planning. We covered relationships, making a large purchase, education planning, retirement, change in health, aging and caregiving, and legacy planning.
We have included Fidelity’s “Life’s Big Moments” conversation guide you can use with your clients to help them navigate their financial planning journey.
Rates increased AGAIN on Apr. 12 on our top- selling NAC VersaChoiceSM 10 fixed index annuity (FIA). VersaChoiceSM offers diversification options and performance power potential your clients may want in their financial plan for retirement.