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Annuities sales ideas and tools

Topical resources to add value to your client relationships

Turnkey campaigns and helpful resources

We offer client ideas and tools on a variety of topics to help you grow your business, from Social Security to health care costs, and more.

Our sales teams are available to consult on these and many other ideas. Contact them today!

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Social Security basics

Our campaign tools help clients understand how Social Security retirement benefits work, how circumstances of their retirement can affect benefits, and the possibilities they have for optimizing their benefits.

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Health care costs in retirement

Ensuring enough income to cover health care costs is a critical component in a client’s financial strategy. Our materials outline how the cost of care continues to rise, as well as the impact of inflation and longevity when developing a strategy to cover costs in retirement.

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Retirement considerations for women

Women have distinct challenges when it comes to retirement. Our campaign materials reveal these unique considerations and subsequent need to generate income to cover a retirement that could last 30 years or more.

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Looking for more to share?

We offer a full ideas & tools library to help keep clients engaged.

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An annuity is intended to be a long-term, tax-deferred retirement vehicle. Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but taxes and penalties may apply to nonqualified distributions. Consult a tax advisor for specific information. Variable annuities have additional expenses such as mortality and expense risk, administrative charge, investment management fees and rider fees. Variable annuities are subject to market fluctuation, investment risk and loss of principal.

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.

DOFU 10-2023