Affinex Financial

The advisor will conduct educational financial reviews with clients who have established living trusts to identify retirement income gaps. They are responsible for presenting risk-managed financial solutions, specifically Fixed Indexed Annuities, to help clients secure their legacy.

The advisor will conduct in-person educational reviews with clients who have established living trusts to identify retirement income gaps. They are responsible for presenting 'safe money' solutions, such as Fixed Indexed Annuities, to ensure wealth preservation.

The advisor will attend pre-scheduled, in-person appointments to review estate plans and identify retirement income gaps for clients. They are responsible for educating clients on safe money solutions and maintaining a consistent schedule based on company-provided leads.