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25400 U.S. 19 N, Suite 221
Clearwater, FL 33763
To all of the terrific and successful annuity agents we have the privilege of serving, thank you. We are incredibly grateful for your business and the confidence you place in us every day.
However, this week’s blog is not for you.
This week, I have an exclusive message for our agents that do NOT sell annuities on a regular basis.
You are almost certainly leaving good business on the table.
Not just good business, but potentially game-changing business. Business with no underwriting, quick to issue, easy to understand, with really good compensation, and needed by the same clients you’re working with right now. Think about that.
However, this week’s blog is not for you.
This week, I have an exclusive message for our agents that do NOT sell annuities on a regular basis.
You are almost certainly leaving good business on the table.
Not just good business, but potentially game-changing business. Business with no underwriting, quick to issue, easy to understand, with really good compensation, and needed by the same clients you’re working with right now. Think about that.
If you’re concerned about having the time to learn about new products, strategies, and sales concepts… Don’t be.
Start simple. Start with Fixed Annuities and Multi-Year Guarantee Annuities. It’s true rates are historically low right now, but there are fewer moving parts with FAs and MYGAs. Plus, they still offer all of the advantages safety-conscious clients are looking for. Learn more.
If you’re not sure who to approach… Start simple here, too.
Start with CD holders. CD holders are terrific annuity prospects because they like safety, simplicity, and guarantees… Precisely what MYGAs and FAs offer.
Annuities also offer several enticing advantages over CDs.
- Interest rates are significantly better than CDs.
- Tax deferral on annuity gains provides the power of triple compounding: interest on principal, interest on interest, and interest on the money that would have been paid out in taxes.
- Annuity funds typically pass along to beneficiaries probate free.
- Annuities can offer better liquidity than CDs for clients over 59 ½.
To drive home the advantages even further, provide your prospect with a personalized educational booklet on the topic of CD replacement. Click here to download a pdf copy of Safeguarding Your Retirement from CD Sabotage.
If you’re concerned with how to start the conversation… Don’t be.
It’s easy to transition from delivering the product you’re selling now to uncovering CD replacement opportunities, once you know a few secrets. Watch the 4-minute video below to see one very simple approach to the transition. There are plenty of others too.
If you’re concerned about pending regulatory changes… Don’t be.
It’s true we are probably facing changes to how we do business when it comes to qualified funds, but don’t let that be an excuse not to get started. Don’t let something challenging that might happen prevent you from pursuing something good that will happen. Besides, there are plenty of non-qualified funds out there to keep you busy improving clients’ situations—and your business.
If you’re still not sure about this… Let us help.
We’ve helped countless agents add annuity sales to their existing practices including those specializing in Medicare supplements, life insurance, disability insurance, property & casualty, and more. Think about it. You’re already serving these people. This is just a simple and powerful way to serve them in a new way and boost revenues significantly at the same time.
The one thing I know for certain is you will be shocked at how many CD replacement opportunities exist all around you right now. All you have to do is open your eyes and start looking for them.
Stop leaving good business on the table.
P.S. I don’t want to rush things, but Fixed Index Annuities offer all those benefits and more. There are several good reasons FIAs outsell all other annuities by a wide margin. Once you’ve gotten your feet wet with FAs and MYGAs, we’ll focus on bringing even more value to your clients with FIAs. If you’re ready to tackle FIAs now, click here.
It’s true we are probably facing changes to how we do business when it comes to qualified funds, but don’t let that be an excuse not to get started. Don’t let something challenging that might happen prevent you from pursuing something good that will happen. Besides, there are plenty of non-qualified funds out there to keep you busy improving clients’ situations—and your business.
If you’re still not sure about this… Let us help.
We’ve helped countless agents add annuity sales to their existing practices including those specializing in Medicare supplements, life insurance, disability insurance, property & casualty, and more. Think about it. You’re already serving these people. This is just a simple and powerful way to serve them in a new way and boost revenues significantly at the same time.
The one thing I know for certain is you will be shocked at how many CD replacement opportunities exist all around you right now. All you have to do is open your eyes and start looking for them.
Stop leaving good business on the table.
P.S. I don’t want to rush things, but Fixed Index Annuities offer all those benefits and more. There are several good reasons FIAs outsell all other annuities by a wide margin. Once you’ve gotten your feet wet with FAs and MYGAs, we’ll focus on bringing even more value to your clients with FIAs. If you’re ready to tackle FIAs now, click here.
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Written by: Paul M Mallett SVP/COO Postema Marketing Group, LLC
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