Sales Ideas

Clients with money in taxable investments may be losing out with the taxes they pay year after year. See how a tax-deferred annuity can help.

Help clients increase their earning power by educating them on the benefits of a tax-deferred annuity. Share the benefits — and our helpful flyer — to show clients what they would have to earn in a taxable investment to match the earnings of a fixed annuity.

Wondering which Annuity Buzz articles were the most-read in 2019? Read them again for the inside scoop on product features, process news and sales ideas.

Do you have clients who are foreign nationals working for a U.S. company? The Standard offers them a unique opportunity to purchase annuities.

Are your clients trying to keep pace with the ups and downs of the market? An annuity from The Standard can help provide balance in your client’s portfolio.

Even in a low interest-rate environment, an annuity’s compounded growth and tax-deferral can grow your client’s savings faster than you may think. A fixed, deferred annuity often provides principal protection, no matter what’s happening on Wall Street.

It’s been a year since we added a participation rate index crediting option to our Index Select Annuity. Have you talked to your clients about this appealing addition?

Do you need help getting clients to open up about their financial concerns and priorities? We’ve put together a list of questions to help you start the conversation and guide clients to solutions that are right for them.

Relationship building hasn’t changed much over the years. Some of the tools we used to make connections generations ago are still viable today. An old school approach could actually help you stand out in a digital world.

During Annuity Awareness Month, reach out to clients who want to build and protect their assets. Feel free to share our Top Ten Reasons to Buy a Fixed Annuity.