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:


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