Why You Should Be Selling Annuities (And How To Get Started)

Aug 21, 2020

If you don’t sell your customers annuities, someone else will.

If you’re not selling annuities in addition to life insurance, you’re missing out on an entire realm of new opportunities. You may think you’re doing well enough with life insurance alone, you might not know enough about the topic, or maybe you feel like you’re just too swamped to learn how to sell another type of product. Whatever the case may be, the fact of the matter is: It’s worth it.

Why You Should Be Selling Annuities

  • Annuities are the only contracts in the world that can GUARANTEE lifetime income. Income riders can provide lifetime income you can’t outlive, even if your money is all gone.
  • Selling multiple products strengthens your relationships with your customers and provides greater value to your partnership with them.
  • There’s never been a more opportune time to expand your practice. Annuities are one of the best ways to help your clients protect their retirement, and adding them to your arsenal will aid in growing your business.

How To Get Started

Brokers Alliance offers a wealth of resources both for selling annuities and for learning how to do so. Here are our top training tools for learning how to sell annuities!

Annuity 101 Presentation

First things first: We’ve got the basics covered. Our Annuity 101 Google Slides presentation, put together by one of our annuity experts, will teach you about the different types of annuities and their benefits. It includes a case study to give you an in-depth look at annuity illustrations, objectives, and outcomes. Call us today at 480-816-9000 to get access to this exclusive resource!

Annuity Blog Posts

You can always visit our blog's Annuities category to find everything we've written about annuities to date! Here's a quick list of some of the most helpful posts for getting started:

Annuity Sales Tool Kit - These tools can revolutionize the way you do annuities, making your services more attractive to clients and boosting your annuity sales and marketing.

The DIY Pension - Learn the benefits of Fixed Indexed Annuities as a do-it-yourself pension!

Record-Breaking Fixed Indexed Annuity Sales - Find out how the annuity experts at Brokers Alliance can help you find the perfect FIA for your clients' needs!

Income, Care, and Family Protection Solutions - Take a look at how Personal Income Annuity and Personal Protection Choice products can help address critical retirement concerns!

Why is 8% the Only Number You Should Care About? - Here's a hint: it has to do with Alternative Investments and creative financial solutions for your client.

The Road to Retirement Income- Did you know that you can request a custom case design from our annuity experts?

One of the BEST Ways to Use a Tax Return - The beauty of an FIA is that your client's CAN'T lose. Putting a tax return towards a Fixed Indexed Annuity can greatly help your clients in the future.

Annuity Webinars

EXCLUSIVE! Introducing the Next Generation of FIA Products! - Be one of the first to find out details about a powerful new annuity product by Equitable!

Bridge the Gap When Payout Factors Are Not Enough - Learn how to solve problems using split tickets with a fascinating case study, and find out more about Athene’s available annuity products!

Virtually Engaging Clients with Income Savvy - See facts and figures that help establish your clients’ “needs” and “wants” for annuity solutions, and learn about a powerful online income gap planning tool!

Plan Retirement to Last a Lifetime: Digital Tools and Products to Help You Succeed - In this webinar, Troy Briggs presents Nassau Re Annuities digital tools and products that can help your business grow bigger and better!

Other Resources and Products

For a full list of the annuity products offered through Brokers Alliance (along with rates and commission levels), give us a call today at 480-816-9000!

Category: Annuities