Make the most of Annuity Awareness Month!

 

**Reach Out to Your Clients:**
Take this opportunity to check in with your clients. A simple phone call or email can open the door to important conversations about their retirement plans and how annuities can fit into their strategy.

To make it easier for you, we’ve created an email template that you can use to get the conversation started.  Download the template HERE and just copy, paste and adjust as needed.  

 **Educate and Inform:**
Share valuable information and resources about annuities. Explain the different types of annuities, their benefits, and how they can help clients achieve their long-term financial goals.   You can direct them to our Annuities 101 page on our website HERE.

**Offer a Personalized Review:**
Provide your clients with a personalized review of any life insurance or annuity needs they may have. Highlight how annuities can provide guaranteed income and protect against market volatility. Share real-life examples and success stories of how annuities may have benefited other clients of yours.

**Use Promotional Materials:**
Take advantage of our promotional flyer designed for Annuity Awareness Month. Download it HERE.

 

Source: 2023 Insurance Barometer Study, Life Happens and LIMRA