Annuity Basics Guide

Annuity Slide Presentation

2018 Annual Equivalent Yield Charts

Much More!

Fill out the form below in order to request your free copy of the 2018 Annuity Awareness Month Kit Today.

06-brochure-a4-vert2June is Annuity Awareness Month. What does that mean? While perhaps not as visible as Life Insurance Awareness Month (in Sept.), it means that now is a great time to discuss the many uses of an annuity with your prospects and clients.

Two big features that will appeal to consumers are the ability to accumulate tax-deferred cash value (as with fixed and fixed indexed annuities) and the ability to trigger a source of income that cannot be outlived (as with a life-time income rider).

Annuities come in many different shapes and sizes. Some consumers may not even be familiar with the fundamental structure of an annuity. So successfully selling a prospect on an annuity can depend on educating them on the basics and clearly illustrating how an annuity product can fit within their retirement goals.

To aid agents and advisors in this process, we’ve created an Annuity Awareness Month kit. This complimentary package includes::

  • Annuity Basics Guide
  • Annuity Slide Presentation
  • 2018 Annual Equivalent Tax Yield
  • CD Alternative vs. Split Annuity Concept Sheet
  • Consumer Facing Annuity Concept Pages
  • and more!

Fill out the form below in order to request your
free copy of the 2018 Annuity Awareness Month Kit