Over the years, variable annuities have been sold more than any other type of annuity.
Half of all annuity sales are variable annuities and these consumers are looking for GUARANTEES on both income and principal and 7 out of 10 VA buyers sign up for living benefit riders. So it’s no surprise to us that many of the clients that we serve are being steered into variable annuities.
Oftentimes these accounts are loaded with fees and do NOT put the consumer in a place to succeed.
Despite being one of the most popular types of annuity sold, many financial experts consider some variable annuities problematic for a number of reasons which we will address in this episode of the Annuity Experts Show called:
Annuity Experts Show – Episode 003
How To Ethically Sell Against A Variable Annuity (When It’s Suitable)
Here is what we’ll be covering:
- How to work with clients and prospects that have variable annuities.
- How to use a variable annuity prospectus to ethically sell against a variable annuity.
- How to assess the risks, fees and upside potential with variable annuities.
- How to avoid losing business to variable annuities.
- When variable annuities actually make sense (the answer might surprise you).
This episode was a doozy, because we covered all the angles advisors need to be aware of to have smart conversations with consumers about the pitfalls of variable annuities.
This is 100% pure content and the best part is it is absolutely free, and nothing is for sale.
Click the link below to check it out:
→ Annuity Experts Show – Episode 3 – How To Ethically Sell Against A Variable Annuity (When It’s Suitable)
P.S. Need a second opinion on a variable annuity case or want access to proprietary annuities that less than 1% of advisors even know about?
Call us at (520) 639-9479 or…
Click here to book your 1:1 Discovery Call with AIM
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*DISCLAIMER: Since variable annuities are designed as securities, check with your compliance department to ensure that you are adhering to compliance rules and regulations.