June is Annuity Awareness Month — a time to spotlight one of the most powerful yet underutilized tools in retirement planning.
For independent agents, it’s a key opportunity to educate Medicare clients on how annuities can provide guaranteed income, protection from market volatility, and legacy planning options.
Did you know? According to LIMRA, annuity sales hit a record $385 billion in 2023, with fixed indexed annuities showing the strongest growth among seniors aged 65+.
This demand signals a clear message: retirees want financial security they can count on.
Clients want predictable lifetime income. As agents, it’s our job to show them how annuities can deliver that peace of mind.
Use this month to start the conversation. Your Medicare clients are listening.
Call Pinnacle Financial Services at 800-772-6881 to develop a plan to help you grow your business!
Mark Bolger
Agent Care Specialist – Life, Annuity, Final Expense, LTC
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