Annuity Buzz

A reminder that the top 10 reasons to buy a fixed annuity are as solid as ever. Take a few minutes to review the list and share some or all of them with your clients as you both focus on building and protecting their financial future.

Our Pro Tips flyer can help you raise your social profile. Plus, June's Annuity Awareness Month provides a perfect opportunity to reach out to potential new clients.

We’ve taken steps to ensure that doing business with us is easy. See how we can help you and your clients complete the process quickly, easily and securely. Check out our helpful guidelines for doing business with us.

If clients are waiting for interest rates to go up before buying an annuity, they may be missing out. We’ve done the math to show that waiting may not be the smartest move.

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from Advisor Today.

Start by helping potential clients understand the types of annuities, compare them to other saving vehicles and explain their benefits.

Clients with money in taxable investments may be losing out with the taxes they pay year after year. See how a tax-deferred annuity can help.

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from ThinkAdvisor.

Now that the new year has arrived, it is a great time to refresh your sales tactics and position annuities in a new light. Consider these three sales tips.

Help clients increase their earning power by educating them on the benefits of a tax-deferred annuity. Share the benefits — and our helpful flyer — to show clients what they would have to earn in a taxable investment to match the earnings of a fixed annuity.

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from Advisor Magazine & Advisor e-newsLink.

Rarely does a piece of national legislation significantly improve the availability of annuities to consumers. But that’s what will happen with the SECURE Act.

Wondering which Annuity Buzz articles were the most-read in 2019? Read them again for the inside scoop on product features, process news and sales ideas.