As a financial professional, you can play a critical role in helping clients understand how to increase their retirement confidence by including annuities in their retirement income plans.
According to a recent Nationwide annuity survey of 300 consumers who currently own an annuity, an overwhelming number (84%) said they had turned to their financial professional to learn more about annuities’ benefits.
Annuities are a fantastic financial tool that many people hold, and they could be valuable prospects or existing clients for you! If you’ve already helped some clients with annuity policies, remember your role goes far beyond the initial sale.