Annuities: Getting your Clients Retirement-Ready in Uncertain Times
Americans are less optimistic about their ability to enjoy a comfortable retirement due to the coronavirus pandemic, according to a new nationwide retirement survey recently released by Kiplinger's Personal Finance magazine and the Alliance for Lifetime Income.
With the continued market volatility, more clients are seeking less risk and greater protection in their retirement planning. There's no better time than now to introduce your customers to the guaranteed lifetime income, market downside protection, and minimal risk of fixed indexed annuities!
AIP Marketing Alliance has gathered the tools and resources you need to close more annuity sales and help your clients retire with confidence.
- Check out the Indexed Annuity Leadership Council (IALC) 's Fixed Indexed Annuities 101 microsite.
- Access educational resources and insights from the Alliance for Lifetime Income.
- Find articles, real client stories, and tools at the Protected Lifetime Income website.
- Download consumer-approved annuity content courtesy of the Coalition for Annuity Awareness.
- Read AIPMA's blog article, "Does Laddering Annuities Make Sense for Your Clients?"
- Are you looking for agent training? View on-demand annuity webinars on the AIPMA GoToStage page.
Are you keeping up with the latest carrier updates to their annuity products? Don't forget about our Beacon Search Engine tool, which is available by logging into the Agent Tools section of our website. You can compare multiple annuities at one time and leverage their real-time updates.
Contact the AIPMA Business Development team for additional annuity materials, or illustrations and product assistance at marketing@aipma.com or call (800) 783-5206 press #2.
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For more than 40 years, AIP Marketing Alliance (AIPMA) serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. Copyright 2023