Capturing the IRA Rollover Opportunity

July 6, 2026

The IRA rollover market is projected to exceed $1 trillion annually,* creating a significant opportunity for producers today. When clients retire or change jobs, they often face an important decision: What to do with their retirement savings? Take this chance and help them evaluate their options and build a strategy aligned with their goals.

But rollover decisions aren’t always straightforward. Clients may be balancing growth potential, protection from market volatility and the need for reliable retirement income, making it difficult to determine the next step without a clear plan.

To support these conversations, use the rollover-focused annuity flyer. It highlights key considerations, potential benefits and how it may fit within a broader retirement income strategy.

Explore the Sales Flyer to Support Your Rollover Conversations

The Standard sales flyer about rolling retirement savings into an annuity to help keep retirement funds growing.

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