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3 Tips for Selling Annuities in 2020

By Rich Lane, Second Vice President of Sales and Marketing, Individual Annuities. 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 you can rely on when encouraging prospects to build annuities into their financial portfolios. Taken together, these tips will help your clients understand why investing in an annuity is a sound choice.

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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.
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