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Life Health > Annuities

Selling Indexed Annuities? Use Videos.

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The Internet is an amazing tool. The informational overloaded world we live in allows you to find just about anything, doesn’t it? No matter how absurd something may be, the Internet provides “sources” to back it up. Test me out. Go to Google and type in something you feel is almost universally revered and respected followed by “is bad.” For example, type in “Mother Teresa is bad” and you come up with 28.2 million hits!

Transition that into our world of safe money financial planning. Your prospects and clients have the capability to do an Internet search on anything about your business and are guaranteed to find exactly what they’re looking for, positive or negative. Take five minutes and see what happens when you Google “_______ is good/bad” and fill in the blank with annuities, mutual funds, REITs, stocks, life insurance, etc. My point is you could find supporting or opposing thoughts on any decision you help clients make.

So what should you do? I’d advise you to quit relying on other “expert” thoughts and instead share a good story. A properly told story is worth a million words and a thousand “expert-authored” articles. Move into the mindset of your clients and share thoughts from other retirees. Let them know what indexed annuities have done for their peace of mind and financial security.

To help, I’d like to share (and ask you share with your clients) two powerful videos put together by the Indexed Annuity Leadership Council (IALC), shown here with permission. The IALC was formed by a group of four life insurance organizations, NAFA and producers to educate consumers about indexed annuities. The IALC is committed to providing complete and factual information about the use of indexed annuities as a part of any balanced financial plan.

The first video is about retiree Frank New entitled “Reaching Retirement Goals.” It summarizes how indexed annuities have helped Frank and his wife Mary Lou achieve their targets for retirement. They have always been diligent about saving money, and wanted the peace of mind and safety indexed annuities provide. Because of their stable funds, Frank and Mary Lou have been able to travel, provide funding for their grandchildren’s education and donate to causes they are passionate about. Frank explains that if he had left a large portion of money in the stock market, he would likely have to be working part-time to support his wife and himself to make up for what he would have lost.

The second video is about retiree Louise Bridges, entitled “Retire on Your Terms.” It gives a moving account of how Louise, a self-employed health-care consultant from Arizona, is planning to retire in the next couple of years. Like so many other baby boomers, Louise lost nearly half her investment in the stock market a few years ago. Check out her testimonial about how she landed on indexed annuities to help her plan for a comfortable future.

You’re smart, successful and work hard, so I’ll leave the rest up to you. How do you utilize these powerful videos? Seminars (during, before or after), appointments, closings, deliveries? I don’t know exactly where they’ll fit into your practice. But I know one thing, and that’s they need to be used somewhere.

If you don’t do a good job of selling yourself and your services, retirees end up victims to the broken retail financial world out there. Their financial success depends on you.

 For more from Matt Neuman, see:


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