January 25, 2024
Did Your Annuity Clients Change Jobs?
WHY Choosing an IRA could be the best option for their financial goals.
Your clients have many options when it comes to leaving a job and it can be an overwhelming time for them, luckily with an IRA they have options even when they have settled into their new jobs and time has passed. 
They may have thought about transferring their old 401(k), 403(b), or even their 457 to their current employer or to an Individual Retirement Account (IRA). If your clients have switched jobs in the past few years, or even multiple times, they might be unaware of the options when leaving a job and a former retirement plan – they may be able to leave the money there, move it to their new employer, cash it out (with tax consequences1), or roll it over to an IRA.
If they’re not sure which is best for their situation, you can help them weigh their options and find a solution that works best for their long-term financial goals.
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Access these Campaigns anytime on the Agent Portal, Marketing, Sales Concepts.
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