Imagine if your clients opened their annual statement and never saw a market loss. A fixed index annuity (FIA) can make that a reality.
Alleviating Annuity Anxiety
"I don’t want
to deal with
all the fees."
Check out and share the sample statement above to help clients see how an FIA can work.
“Annuities are too complex for
me to understand.”
“I can't lock up my money
Annuities should only be a “portion” of your retirement strategy and should utilize funds that you don’t need to access immediately.
Some FIAs have a withdrawal charge period of as little as 5 years. That might be half of what your client expects!
While the client is committing to a multi-year timeframe, they are often not committing to a specific crediting strategy for that entire time. At the beginning of each Strategy Term, they are often able to choose again between a fixed crediting strategy, indexed crediting strategy – or mix of both.
In the client resources below, you’ll find a case study you can share with your clients to help turn their fear of commitment into a feeling of control.
Market losses mean zero to your clients
Show them how an FIA can protect them from market losses.
Looking for Growth Potential Case Study
This case study illustrates how an FIA provides upside potential and downside protection.
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