Show Your Clients How to Have a Worry-Free Retirement!
When your clients are looking for options to save for their retirement, be sure to let them know that you have a better way to save their money. Be sure to let them know the facts.
-Stocks vs. Bonds
Bonds are low-risk and won’t grow your clients’ money. Stocks can increase their earnings, but with the tipsy stock market the consequences can be harsh.
-401K?
Saving money and getting it matched by an employer is great, but are your clients thinking about how inflation will affect their return? Saving more will up their chances of having more for retirement.
There is a better way! And the answer is an annuity!
Annuities are designed to increase your clients’ savings without risk and with guaranteed interest.
The money can grow tax deferred and then can be distributed back to the owner in several ways. This means 100% of your earnings are invested into an annuity and allowed to grow without having to pay taxes on earnings.
Advantages of an Annuity
- Guaranteed Income
- No Penalty Annual Withdrawals
- No Penalty Rollovers
- No Probate in Case of Death
- No Annual Fees
- Unlimited Contributions
- Bonus Rates
- No Risk of Loss
Annuities provide a safe and simple vehicle for all clients… especially for those clients who have money invested, but can’t afford the risk and don’t have the time to recoup the losses if the market where to drop.
- Some questions to ask your clients:
- Where is your safe money?
- What are you doing for retirement?
- Are you happy with the returns you are getting?
- Have you changed jobs that had a retirement plan?
- Do you have a will?
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NAA is an insurance marketing organization that supports independent insurance agents in all 50 states. In 2008, the company provided more than $13.3 billion in life insurance protection to families throughout the U.S. The company specializes in term and mortgage protection life insurance products, but also provides a full array of insurance-based financial services. Headquartered in Burlington, NC, the company employees approximately 130 people and serves more than 9,000 insurance agents. For more information visit, www.naalife.com.

