Client Check-Ins & Annuities for All Needs

The following questions can be a great starting point to identify IRA sales opportunities, start a discussion, and score a referral:

• Have you retired or are you retiring shortly?
• Do you have a spouse or family member who does not have access to an employer-sponsored retirement plan?
• Are you looking for tax-free withdrawals in retirement to balance your retirement portfolio?
• Are you looking for a tax deduction or tax deferral on contributions, and anticipate your income tax bracket at retirement to be lower than your current bracket?
• Have you maxed out contributions to your employer-sponsored plan, have income below the deductibility limits, and would like to save more?

Make This Summer PIPtacular!

Flexible Premium Annuities within an IRA are eligible for the Premium Increase Program (PIP), which is one of the easiest ways to grow your business.

PIP rewards you for helping your clients achieve their retirement goals by increasing ongoing annuity contributions.

So, take some time this summer to check in with your existing clients to determine if they are eligible for a premium increase.

Learn more about IRA opportunities

For tips on IRAs and annuities, log onto agent portal and check out our guide to IRAs for individuals and small businesses.

• Learn about various IRA solutions
• Review profiles for each solution
• See step-by-step instructions on how to establish an IRA
• Get consumer-facing emails and social media posts

*PIP bonus commission can vary between products; see the commission grid. Agents must be on advance to receive advanced commissions.