Sales Ideas

Ask Questions First, Then Shoot
How you can use your sales approach to help your clients sell themselves on the product.

How to Successfully Sell EIAs
Once you understand the basics of how index annuities work, they become a lot easier to sell.

R.O.P. Term - Present All the Options
It’s okay to present low cost term options to your clients, but if you’re not also presenting the many benefits of return of premium term life you could be missing the boat.

Selling Annuities in a Low Interest Rate Environment
If your clients are waiting to see what happens with the markets and choosing to do nothing for now, they might be taking a big risk with their money.

Are You Selling Your Clients The Longevity Insurance They Need?
Single Premium Immediate Annuities (SPIAs) can provide your clients with lifetime income and valuable peace of mind.

Remind Your Clients about the Benefits of Tax Deferred Growth
Remind your clients to look at more than just interest rates. Tax deferral could allow their money to grow faster.