Show Clients How Annuities Can Grow

As financial professionals, we're entrusted with the financial future of our clients. The Standard's numerical example flyers can help your clients see the advantages of buying a fixed annuity.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

Up Your Social Media Game

Social media isn't just for reaching consumers. You can use Facebook, Twitter and LinkedIn to help set yourself apart as an industry expert. A few quick tips can help you grow your social media presence.

Are Your Clients Losing Money Because of Taxes?

Clients who have taxable investments may be losing money every year to taxes, which decreases their after-tax returns. For example, if the federal tax rate is 24 percent and they earn 2.5 percent in a taxable investment, then their after-tax earnings would be only 1.9 percent.

EFT for On-Time Payments

Many clients count on receiving funds on specific dates so they can pay bills and meet day-to-day living costs. If they're not already using Electronic Funds Transfer, talk to them about setting this up. EFT is the best way to ensure that they receive funds on time, every time.

Talk to Your Clients About Fixed Annuities

March is a good time to talk with your clients about the advantages of fixed annuities. While taxes are top of mind, use our sales idea below to help show clients the benefits a fixed annuity can offer.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

It’s Time to Take Another Look at Annuities!

By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from AdvisorToday.

Share the insights in this article to get your clients out of their comfort zone so they can realize the opportunity an annuity can provide for growing their money.

Are Taxes Taking a Bite Out of Your Savings?

The annual income taxes on a Certificate of Deposit (CD) can take a big bite out of your hard-earned savings. If your clients use CDs to regularly access money, consider a tax-deferred alternative.