Annuity

Top 5 Reasons To Buy a Fixed Annuity

Presented by Deb Strong Today more than ever, we all know clients that have had some money invested in the stock market in security products whom may have lost some of their principal.  Why not talk to these clients about investing it in fixed annuities, to help them sleep at night.  This will allow them to have upside potential in the market and downside risk.  Please call Financial Brokerage for details. http://www.lifehealthpro.com/2015/05/05/top-5-reasons-to-buy-a-fixed-annuity?t=fixed-indexed
Annuities

Top Tips for Selling Annuities

Presented by Richard Mangiameli   This is a great article I found in the NAIFA magazine Advisor Today; it covers these important steps in selling annuities:
  1. Determine the client’s needs – it is important that you listen, and then repeat it to them showing that you understand
  2. What does the client understand about retirement income
  3. Educate the client about how an annuity will remove the fear of out-living their money
  4. Understand the different types of annuities and how they will help determine the right option for your client
  5. Be prepared to address the client’s concerns and their fears
Read more here: http://www.nxtbook.com/naylor/NAIS/NAIS0215/index.php?startid=38