The Life Stage Brokerage Network Annuity Joint Consultation
Chris L. Weston, CFP®, ChFC
When working with clients, experience is important. Chris L. Weston, CFP, ChFC, the founder and managing member of the The Life Stage Companies, LLC, assists advisors in providing solutions for their clients through The Life Stage Brokerage Network. Armed with over 25 years of experience in financial planning and insurance, Chris has helped hundreds of clients protect their wealth through insurance and trained advisors to position insurance as a vital part of the overall financial plan.
When you partner with Chris, you can expect him to put you in the best possible light with your clients. He will take the time to understand what the client’s needs are, develop a solution, educate the client, and get the business placed while you focus on your relationship with your client.
Whether you are new to Annuities or just do not have the time to do the leg work to offer it to your clients, consider partnering with Chris to maximize your revenue and secure your relationship with your clients.