Turn Questions Into Sales Opportunities

January 6, 2026

When clients ask about fixed index annuities, open your new Annuity Q&A Playbook. The Playbook equips you with straightforward answers that can help you address complex topics while helping you guide clients with confidence and credibility.

Here’s how the playbook can turn questions into opportunities:

  • Answer with confidence. Provide thoughtful clarity that addresses concerns and earns credibility
  • Build stronger connections. Clear and meaningful answers can show you’re invested in their financial future
  • Empower informed decisions. When clients understand how annuities work, they can feel more confident about their choices

Check out the Annuity Q&A Playbook and share it with your team.

More About Sales Insights & Tools
Periods of market uncertainty can highlight the importance of protection and stability. Our “10 Reasons to Buy a Fixed Annuity” flyer helps highlight these benefits with your clients.
Maturing annuities and today’s rate environment make client reviews more important than ever. See how internal transfers can help align existing contracts with current retirement goals.
Offering beneficiary reviews can serve as a conversation starter that helps you deepen client relationships, uncover new needs, and position yourself as a proactive partner in their financial well‑being.
Discover how partial index crediting locks in growth and can add valuable benefits for your clients. See an example of how this feature works and the flexibility it offers through life’s changes.
Members of our Annuities team were recently featured in several industry publications, sharing insights on legacy planning, interest rate changes and index product opportunities.
For clients seeking more than fixed rate annuities, consider positioning the ECI Plus FIA as an alternative. This is designed to support retirement savings through guaranteed crediting features even in varying market conditions.

Related Products or Services

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.