All-Access Pass to Annuity Toolkits

June 30, 2022

Have you checked out our Annuity Marketing Toolkits? You’ll find information and marketing materials — grouped by subject — to help you do business with The Standard.

For example, are you looking for resources to share the value of fixed annuities as part of your clients’ financial portfolio? Explore the Benefits of Fixed Annuities Toolkit. It features marketing flyers focused on this sales topic.

Or maybe you have a question about restricted or Medicaid immediate annuities. Then take a look at the Restricted SPIA Toolkit. It provides product details, marketing flyers and helpful articles that explain how to use these annuities as part of a financial plan.

Be sure to check out all of our Annuity Marketing Toolkits.

 

More About Sales Insights & Tools
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.
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Have two members in the same household submitting applications at the same time? They may qualify to be combined for a high-band rate. Find out how it works!
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
Do you have clients who could do more with their retirement money? Then check out our new optional Legacy Max enhanced death benefit rider exclusively offered on the Enhanced Choice Index Plus.
Watch our new video to see an overview the Enhanced Choice Index Plus, and see how it provides benefits for today and tomorrow.