Annuity Awareness Month: Talking Annuity Benefits Year-Round

June 2, 2020 by American Equity

Most likely, your clients don’t know June is National Annuity Awareness month. That’s because most clients are not looking for a retirement product, they are pursuing their retirement priorities.

While client values may differ wildly from one to another, a recent LIMRA study reports more than a third of pre-retirees share a similar mindset. Based on what income product features clients value most, the study identified 36% of pre-retirees as income seekers. This is the largest cohort in the findings, and their top preferences can serve as a guide for matching annuity benefits with client priorities.

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Originally Posted at InsuranceNewsNet on June 1, 2020 by American Equity.