Sales Ideas

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.

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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.

Pro Tips for Digital Relationship Building

Our Pro Tips flyer can help you raise your social profile. Plus, June's Annuity Awareness Month provides a perfect opportunity to reach out to potential new clients.

Now’s a Good Time to Review the Top 10 Reasons to Buy a Fixed Annuity

A reminder that the top 10 reasons to buy a fixed annuity are as solid as ever. Take a few minutes to review the list and share some or all of them with your clients as you both focus on building and protecting their financial future.