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June Is National Annuity Awareness Month

NAIFA President Bryon Holz understands as well as anyone how annuity products can fit in holistic financial plans for many of his clients. They are the only product that can provide guaranteed income for life and are often the perfect complement to other planning products.

"We help [clients] insure their lives, health, wages, cars, and homes. Doesn’t it also make sense to protect and insure their retirement income?" he writes in the NAIFA Insights column in the current issue of InsuranceNewsNet magazine.

Annuities are an important part of Holz's "bucket approach" to retirement planning, with different buckets of products and services serving the specific needs for specific clients.

June is National Annuity Awareness Month, providing agents and advisors with a strong reminder of these important products and a hook for entering discussions about them with clients.

Do you want to learn more about how NAIFA members grow their businesses and create success?  NAIFA has a variety of resources.

  • The Advisor Today podcast series features highly successful NAIFA members talking about their careers and what they have done to get ahead.
  • NAIFA's Business Performance Center connects you with tools and resources to build your practice.
  • Apex East is a pure-play sales summit coming October 11 in the Washington, D.C., area for producers and those in the financial services industry. Apex brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more at a dynamic event to push attendees to their peak of personal production. 

 

 

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