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Are Annuities the Right Investment Choice for Your Clients

Set Your Goal Then Compare Before You Buy

Your clients have many investment choices, all with various features and results. Does an annuity have the right combination of guarantees, features and results to meet their financial goals? Let's compare many of the common features of annuities and other types of investments.

 Deferred AnnuityMutual FundCorporate BondBank CDTreasury BillStockMoney Market
Principal Protection*

Deferred Annuity

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Mutual FundCorporate Bond

Bank CD

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Treasury Bill

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StockMoney Market
Tax-Deferred Compounded Growth

Deferred Annuity

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Mutual FundCorporate BondBank CDTreasury BillStockMoney Market
Social Security Benefit Tax Avoidance

Deferred Annuity

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Mutual FundCorporate BondBank CDTreasury BillStockMoney Market
Guaranteed Growth

Deferred Annuity

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Mutual FundCorporate Bond

Bank CD

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Treasury Bill

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StockMoney Market
Competitive Growth

Deferred Annuity

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Mutual Fund

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Corporate Bond

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Bank CD

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Treasury Bill

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Stock

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Money Market

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Lifetime Income Options

Deferred Annuity

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Mutual FundCorporate BondBank CDTreasury BillStockMoney Market
Guaranteed Survivor Benefits

Deferred Annuity

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Mutual FundCorporate BondBank CDTreasury BillStockMoney Market
Deferred Annuity

Principal Protection*

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Tax-Deferred Compounded Growth

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Social Security Benefit Tax Avoidance

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Guaranteed Growth

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Competitive Growth

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Lifetime Income Options

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Guaranteed Survivor Benefits

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Mutual FundPrincipal Protection*Tax-Deferred Compounded GrowthSocial Security Benefit Tax AvoidanceGuaranteed Growth

Competitive Growth

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Lifetime Income OptionsGuaranteed Survivor Benefits
Corporate BondPrincipal Protection*Tax-Deferred Compounded GrowthSocial Security Benefit Tax AvoidanceGuaranteed Growth

Competitive Growth

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Lifetime Income OptionsGuaranteed Survivor Benefits
Bank CD

Principal Protection*

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Tax-Deferred Compounded GrowthSocial Security Benefit Tax Avoidance

Guaranteed Growth

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Competitive Growth

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Lifetime Income OptionsGuaranteed Survivor Benefits
Treasury Bill

Principal Protection*

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Tax-Deferred Compounded GrowthSocial Security Benefit Tax Avoidance

Guaranteed Growth

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Competitive Growth

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Lifetime Income OptionsGuaranteed Survivor Benefits
StockPrincipal Protection*Tax-Deferred Compounded GrowthSocial Security Benefit Tax AvoidanceGuaranteed Growth

Competitive Growth

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Lifetime Income OptionsGuaranteed Survivor Benefits
Money MarketPrincipal Protection*Tax-Deferred Compounded GrowthSocial Security Benefit Tax AvoidanceGuaranteed Growth

Competitive Growth

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Lifetime Income OptionsGuaranteed Survivor Benefits

 

The Standard Advantage

  • Strength. 100+ years in the insurance business.
  • Stability. “A” rating or higher from A.M. Best for 90+ years.
  • Service. Personalized customer service starting from day one.

Sales and Marketing Toolkit

Download and customize these flyers:

Sales Concept Flyer

The Right Financial Tool for Your Financial Goals?

The Right Financial Tool

Companion Flyer 

Annuities With You in Mind

Annuities With You in Mind (Fillable PDF)

Content Topics

More About Sales Insights & Tools

Maximize your earnings with our Internal Transfer Program, offering full commissions on most internal annuity transfers for clients aged 85 and younger. Use our annuity portal to review policies, avoid transfer hassles and earn full first-year commissions while increasing client satisfaction.
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Concerned about potential declines in long-term yields and participation rates for fixed indexed annuities? Take advantage of the current higher rates offered by the Enhanced Choice Index Plus Series to save your clients thousands before rates drop.
Now might be a great time to consider a fixed index annuity before interest rates drop. The Index Select Annuity 7 offers a 65% participation rate in the S&P 500® Index gains without any downside risk, plus a 5.00% fixed interest crediting option.
Join us in celebrating the one-year anniversary of the Enhanced Choice Index Plus! Its many options make it a powerful tool to protect and grow clients’ assets.
Knock your next sales meeting out of the park using “Score Big With Legacy Max.” Find out more about what it is, how to use it and where to find it.
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
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