June is Annuity Awareness Month

June 4, 2021

June is Annuity Awareness month which gives us a great opportunity to discuss Annuities with prospects and clients. Ask about our Annuity Awareness Month New Agent Incentive!

piggy bank on calendar

While Annuities are certainly not suitable for all our client’s assets, they can be an important part of many clients’ overall retirement planning.

All Annuities offered through Pinnacle Financial Services are Fixed or Fixed Indexed. None involve any risk – No Securities License is needed. Provide clients with Guarantees, protection from Market Volatility, and/or Lifetime Income.

Retirement Planning Today & the Need for Safety and Guaranteed Lifetime Income

Americans are living longer, and healthcare costs are rising. For the average 65-year-old, health care costs will be approx. $280,000 over their retirement, further necessitating the need for safety and lifetime income.  See Social Security site – “Retirement & Survivors Benefits: Life Expectancy Calculator”

Most Americans do not have access to Pension Plans that will provide guaranteed income. For many, Social Security will not provide enough income. These people will need to supplement their retirement income with savings –

An Annuity could be the Solution

  • Other current investment options cannot provide the amount of guaranteed lifetime income as the annuity. 

Annuity Quoting Tool – Annuity Rate watch

Every agent contracted at PFS will have access to www.annuityratewatch.com for free. This software will allow you to quote nearly every fixed and fixed indexed annuity out there. Quote MYGAs, FIAs, and even Lifetime Income rider comparisons. Click here for a tutorial

Need Help Finding New Clients?

  • Pre-set appointments for Life & Annuity Sales
  • Lead Programs with Guaranteed Results, CRM, Ongoing Training & Coaching
  • Exclusive Per-Piece Leads and Direct Mail Campaigns
  • Turnkey Seminar/Webinar Selling Systems
  • Detailed client presentation tools and reporting geared for converting prospects into clients!

Marketing / Lead Co-op Available!

(Co-ops are on an individual basis and based on production)

Are you new to Annuity Sales?

If you are just getting started with Annuities or are just learning about them, click here for more info. Training is provided on products, fact-finding, selling concepts, etc.

New to Pinnacle?

We would love the opportunity to earn your business! Click here for contracting Info

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Josh Horton

Josh Horton

Assistant Vice President - Life & Annuity

x7707 | jhorton@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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