Agent Survival Guide Podcast

Understanding the Details of Annuities

July 1, 2021

 

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Learn the ins and outs of annuity insurance sales. We've packed all the info in this explainer episode, what annuities are, the different types, how they work, and how to sell them.

 

Read the text version.

 

Contact the More Than Medicare Team at Ritter Insurance Marketing

 

Mentioned in this episode:

 

Annuities: Insurance for Retirement

Funding Your Retirement

Fixed Annuities vs. Indexed Annuities: What’s the Difference?

How to Find New Annuity Leads

Protect the Nest Egg with Fixed Index Annuities

Understanding Single-Premium Immediate Annuities

 

More episodes you’ll like:

 

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In this episode: KFF Medicare Advantage in 2021 studies, How CVS helps cut wasteful consumer spending, DVH benefits possibly coming to Medicare, American Rescue Plan Child Tax Credit info, and the Never Less, Never More strategy.

Fixed Annuities vs. Indexed Annuities: What’s the Difference?

Discover the differences between fixed and indexed annuities. Find out how to market them and how to help your clients choose the right one.

How to Find New Annuity Leads

Optimize your annuity sales process! Learn where you can find annuity leads to boost your business.

Protect the Nest Egg with Fixed Index Annuities

Build a retirement strategy for your clients with fixed income annuities. Learn how this kind of investment can pay off.

Understanding Single-Premium Immediate Annuities

Learn more about Single-Premium Immediate Annuities, how they work, and why you should recommend them to your clients!

 

Articles to Share with Your Clients:

 

3 Steps for Preparing for Retirement

If you’re about to retire, there will be many questions that you’ll face. How will you spend your time? How will you stay healthy? And how will you afford all of this?

Different Medicare Notices

Paperwork isn't the most fun or exciting topic, and you receive a lot with your Medicare plan already. But some of that paperwork may be important notices and forms that relate to your coverage!

Healthy Hacks for Your Favorite Snacks: Burgers

Burgers are a summer staple. Unfortunately, they tend to also be bad for us. With a little creativity, you can make healthy burgers with these healthy hacks!

 

Ritter Insurance Marketing eBooks & Guides:

 

A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products

The Complete Guide on How to Sell Final Expense Insurance

The Complete Guide to Client Loyalty and Retention

 

The latest from Ritter’s Blog:

 

AHIP Test Tips and Tricks for Medicare Certification

Planning on taking the AHIP Medicare training test for the first time? You don’t have to stress! We’ve put together a list of tips and tricks for passing AHIP that will help you, and even more experienced agents, improve your chances of getting AHIP certified on the first try!

3 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEP

Anyone in the Medicare industry is familiar with the rush to prepare for the Annual Enrollment Period. What if you could take care of a key sales task before AEP ramps up?

NAHU 2022 Medicare Certification Training

Like AHIP, NAHU is back offering a Medicare certification training for agents who’d like to sell 2022 Medicare Advantage and Part D products for the Annual Enrollment Period. NAHU’s 2022 certification opens July 1, 2021!

 

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