Tax Leverage for Your Clients’ Idle Annuities
If your clients have idle annuities not needed for retirement income, they are missing out on a tax advantage.
Want to Sell Annuities but Don’t Feel Confident With the Process?
Want to sell annuities but don’t feel confident in handling the process? That’s where we come in. OCI is here to be your expert partner throughout the entire process. Check out our quick session on how to capture annuity sales without added work or stress, TODAY at 1 p.m. CT.
You Might Be Ignoring Annuities, but Your Clients Aren’t
You Might Be Ignoring Annuities, but Your Clients Aren't Annuity rates are at a 24-year high, and people are buying them left and right to protect their savings against market volatility. If you’re not offering annuities, it’s not that your clients aren’t buying—they’re just buying from someone else.
You Might Be Leaving Money on the Table
Don't Leave Money on the Table: Why Every Producer Should Be Asking About Annuities If you sell Medicare or work with clients nearing retirement, but you’re not talking to those clients about annuities, you’re missing a major opportunity to better serve them while also boosting your earnings. Overlooking this conversation