Do your customers want to protect their savings against market-type losses? Help them explore a fixed index annuity with this consumer video. In it you’ll meet Jane and Paul and learn how they took charge of their future with fixed indexed annuities from Lincoln.
“Split Ticket” Strategy: Guaranteed Income That May Increase Later
Here’s a “split ticket” annuity sales idea that may provide reliability and growth to retirement income. Using this strategy, an Immediate Annuity provides income now, while an Index Annuity with a Lifetime Income Rider offers clients the opportunity to double the income base when they wait 10 years to take withdrawals. Learn more.
Help Clients Understand Fixed Annuities in Five Letters: S-T-Y-L-E
Your clients face all kinds of financial challenges. Let your clients know you understand them financially by properly matching key fixed annuity features to their financial needs. The “STYLE” acronym can come in handy when you need to recall the key fixed annuity features and benefits. Learn more.
Have You Checked the Pulse of Your Clients’ Retirement Strategy Lately?
Send the “Fixed Annuity Check-Up” postcard with a personal note and encourage clients to schedule their complimentary 2016 annual annuity review with you today. Learn more.
Case Design and Annuity Training
We are so often asked, “How do I know which annuity may be appropriate for my client? There are so many choices; how can I decifer and explain the concepts and illustrations accurately?” Eschels Financial Group has a long tenured history of coaching and training agents with one on one attention so that they are prepared and confident with each annuity presentation and sale.
2017 planning has begun for many of us: how will you expand your financial solutions in the New Year? Allow us to be an integral part of your brand. Call us for case design consultations and the how-to of adding annuities into your services at 248-644-1144
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