How to address your client’s annuity concerns
May 30, 2024 by Ayo Mseka
Although annuities are currently experiencing record sales and can play a major role in helping consumers secure their financial future, financial professionals may still face objections when trying to sell them to clients and prospects. Some say they are difficult to understand, carry high fees, and are subject to market volatility. We spoke to several MDRT members to find out how they handled such concerns.
“Annuities can be complicated; so, advisors need to be able to break it down for their clients into understandable concepts,” said Irene Stolte, financial adviser at Horizon Wealth Strategies.
Click HERE to read the full story via Think Advisor
Wink’s Moore on the Market: Jennifer Mann says, “…there have been many recent studies showing that having annuities increases your chance of success in retirement.”
Enough said.
How do YOU address your client’s annuity concerns? -sjm
