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001 – Income Riders VS NO FEE Protected Growth

Income or Protected Growth? Which would your clients prefer?

During the kickoff episode of the Annuity Experts Show, we’ve discussed different strategies you can use with your clients to help them ensure a comfortable and financially successful retirement.

We revealed the “Withdrawal & Lever Up” strategy and how you can use it to generate more income for your clients (and ethically beat the competition). We also explained how top advisors are pivoting to this product offering and strategy in a rising interest rate environment.

On this episode of the Annuity Experts Show, we’re revealing a retirement sales presentation to educate your prospects and clients on how to avoid running out of money during their retirement – regardless of prior knowledge of annuities.

As we know, many of our clients are accustomed to hearing the idea that there is such a thing as a “best” annuity.

Unfortunately, there are some advisors out there who are unwilling to correct them and lead them into a product that may not suit their goals.

On the one hand, there is the consumer that likes the idea of guaranteed income. They may have gone down the “rabbit hole” of researching annuities and have gradually found their way to an advisor.

On the other hand, you might find a sophisticated investor who might look at an Income Rider and write it off as just a return of principle… and have a list of objections.

We’ll show you a simple way to handle both scenarios in this episode.

On this episode of the Annuity Experts Show, we’re bringing on our resident annuities experts Terry Heys and Steve Arceo to go through the benefits of both Income Riders vs No Fee Protected Growth products using the same case example.

We’ll also be covering the “trigger strategy” – which secures a sizable return if the market is positive – and the unique “walk away provision” which gives clients the option to walk away with no surrender charges if caps fall below a certain benchmark.

Not only that, we go over a simple calculation that will handle one of the most common objections to annuities in general.

Here’s some of what we’ll discuss:

  • What is the best way to position annuities to a sophisticated investor?
  • Where do annuities fit into a 60/40 portfolio?
  • And finally, what are the top income and protected growth annuities today?

These are the questions and topics that we cover in this episode of the Annuity Experts Show – along with specific and proven ways to make sure your client’s income is secure and to make sure it lasts.

Annuity Experts Show – Episode 001
Income Riders VS NO FEE Protected Growth

Over the last decade, Terry has successfully sold annuities with just an internet connection and a cell phone, long before “virtual advising” became well-known.

Over that time, he’s perfected presentations that give to consumers with varying levels of knowledge and awareness of annuities.

In this episode, we’ll be walking you through simple sales presentations that you can share with clients that are looking for BOTH.

We’re going to share with you a simple case design flagship sales presentation that you can use immediately in your practice today.

Here are some timestamps and topics in case you want to jump to the good parts…

  • 3:54 – What do we hope to do with our annuity experts group?
  • 5:42 – We get started by outlining the parameters of our case design.
  • 12:54 – Which income annuities are leading the way?
  • 14:21 – What are the top protected growth annuities today?
  • 15:53 – This A-rated company just came out with the highest caps we’ve seen in 6 or 7 years.
  • 16:36 – Does your annuity have a trigger? This top-protected growth annuity can virtually guarantee your clients a solid return every year the market is up.
  • 17:46 – This top-protected growth annuity has something that very few others have that gives your client (and you) peace of mind.
  • 19:17 – 65% performance of the S&P that locks in every year? Use this protected growth annuity to win the business every time.
  • 21:01 – A simple strategy for permanently avoiding unpleasant annual reviews.
  • 22:43 – These MYGAs haven’t had rates this high for 7-8 years.
  • 29:56 – Are your potential clients heavily invested in real estate? Here’s the one major problem with that.
  • 34:53 – 90% of enhanced income doublers have a major flaw that will prevent them from paying out… learn what that flaw is here.
  • 36:53 – There are only 3 contracts that will double the income for five years when the account goes to zero, and this annuity is one of them.
  • 46:21 – Here’s a simple way to get clients’ guard down and genuinely build trust.
  • 49:37 – How to give your most sophisticated clients perspective on income riders.
  • 54:47 – A 4% return account… 0 dollars in fees.
  • 59:49 – Have a securities license? Here’s a simple way to explain how annuities can fit into a 60/40 mix.

FYI – This episode will be 100% pure value and is designed to help anyone who is selling annuities virtually.

Our goal is to share information that is working for our advisors who are “in the field”.

What we’re going to be sharing with you on this episode of the Annuity Experts Show are great annuity sales presentations that work really well with clients no matter what their annuities’ sophistication.

So join us in this episode, where we’ll reveal to you a couple of powerful presentations that you can start offering to your prospects and clients immediately:

→ Annuity Experts Show – Episode 1 – Income Riders VS NO FEE Protected Growth

P.S. Need some help identifying the top income annuities right now? Book a 1:1 chat with my team so that we can point you in the right direction.

Call us at (520) 639-9479 or…

→ Click here to book a 15-min “Income Annuities” Discovery Call with us

P.P.S. Discover the truth about digital marketing in our industry and why 87% of advisors’ digital marketing campaigns don’t work. Click the link below to download our exclusive report:

→ How To Attract Endless Annuity Prospects & Clients Automatically

If you’re considering different digital marketing programs, be sure to check out The Top Questions You Should Ask Your Marketing Service Provider.

annuity experts

Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

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