Resources for Annuity Awareness Month

June 1, 2022

It’s Annuity Awareness Month, and we have the resources you need to talk to your clients about annuities. Start by sharing our just-released Guide to Annuities. The clean-and-simple guide is designed to help individuals understand all the features of an annuity. It’s ready for you to share now.

Or explore our Annuity Marketing Toolkits for more sales ideas and resources. We’ve gathered them all in one place, so you can quickly find and share them.

 

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.