Succession Planning: Insights From Top Producers

Project Apex surveyed hundreds of top financial professionals to better understand what sets them apart and how they reached the peak of success

Our team recently sat down with top producers to discuss how they overcame journey obstacles, how they plan for succession, and how these strategies can benefit your annuity business. Hear what they have to share below. 

Have you had the opportunity to take our Project Apex smartbook course? Complete the course to learn from top producers who have achieved success through their best practices, methods, mindset, business structures, and more.