Updated October 2, 2023, at 2:54 PM
Clients are looking for guarantees for their pre- and post-retirement assets rather than assuming the potential risks associated with many other financial vehicles.
So, the question becomes, why are we as financial professionals not talking to our clients and prospective clients about all the annuities we have to offer? After all, in the first half of 2023, total annuity sales increased 28% to an astounding $182.7 billion.
We’re often asked in conversation with financial professionals around the country on what are some ways to open up the conversation with these clients and prospects without sounding like a “product pusher” but rather a problem solver?
Here are four simple conversations you can have with clients and prospects that can potentially lead to more and more annuity conversations.