Sales Ideas

Help Clients Control How Beneficiaries Are Paid

Our restricted payout option can give annuity owners peace of mind that their beneficiaries will be paid according to their wishes. See how it can work.

Proceed Options After a Spouse’s Death

If an annuity owner passes away, do you know the options for the surviving spouse and beneficiary on an annuity? Assuming ownership of an annuity after the death of an owner might be the best option for a surviving spouse.

The Importance of a Beneficiary Review

A beneficiary review is good for your clients and for your business. Take a minute to review our list of questions to ask. These can help you initiate a more detailed annuity review and position yourself as a trusted advisor.

Five stars

Wondering which Annuity Buzz sales ideas were the most popular in 2020? See them again to freshen your sales strategies and use our client-friendly flyers.

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How would you rate your virtual meeting skills? Check out our tips for ways to raise your score.
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Review our Top Ten Reasons to see all the benefits that fixed annuities can add to a client’s portfolio. For clients who want to build and protect their assets, annuities are a great option.

What If You Wait One Year Before Buying an Annuity?

Clients who decide to wait a year before buying an annuity may be missing out on big gains. Share a few examples to help them realize the benefits of compounded growth and tax deferral.

Dealing With the Rising Price of Health Care?

See how an immediate annuity can be a good tool to use for part of your Medicaid planning. It may help lessen the worry about health care expenses in retirement.

Little Things, Big Difference

There’s more to consider than interest rates when choosing an annuity provider. Count on The Standard for service practices that add value for you and your clients.

Annuities. The Right Fit.

Worrying about the stock market can create a big emotional burden and behavioral costs. Try introducing your clients to fixed annuities from The Standard. No matter what’s happening on Wall Street, our fixed annuities offer growth potential with less exposure to risk and market volatility.