Annuities are products filled with possibilities. The only problem is how few people know about them. That’s why Annuity Awareness Month came about — to educate clients about these overlooked products that could greatly improve their retirement plans and protect their financial future.

For agents in financial services and contracted to sell annuities, June is the perfect opportunity to lead the charge by offering your clients education and clarity about a product that’s often clouded with confusion. Here’s how to make the most of this month with a three-part toolkit:

Educate with Empathy

Clients don’t want jargon, or words and terms that only professionals would know — they want understanding. Start by breaking down what annuities are in the simplest way possible and, more importantly, what they do. Learn how to explain annuities with clarity and help clients retire with confidence.

Here’s how you can frame annuities for your clients: Think of an annuity like a personal pension. You contribute money — either all at once or over time — and in return, the insurance company guarantees to pay you income, either for a set period or for the rest of your life. It’s a way to turn your savings into a steady paycheck you can’t outlive, offering peace of mind no matter what the market does.

Use analogies, real-life retirement scenarios, and interactive tools to show the value of guaranteed income. Consider:

• Hosting a short educational webinar or lunch-and-learn.
• Sharing easy-to-read blog posts or infographics.
• Releasing a short video series on social media addressing common annuity myths.

Annuities are products filled with possibilities. The only problem is how few people know about them.

Engage with Intention

Don’t think of your goal as selling a product — it’s solving a problem. Ask questions that reveal a client’s real concerns:

• “Do you know how much of your retirement income is guaranteed?”
• “What would happen if the market took a downturn in your first year of retirement?”
• “Have you thought about how long your savings need to last?”

These questions open the door to meaningful conversations and help you transition from products to problem-solving.

Enroll with Integrity

When it comes time to present annuity solutions, lead with the client’s best interest in mind. Use personalized illustrations that tie back to their specific goals. Combine storytelling with facts, such as how adding guaranteed income can reduce stress and improve retirement satisfaction.

Be transparent. Discuss fees, surrender schedules, and trade-offs. When clients feel informed, they feel empowered, and much more likely to act.

Learn how to explain annuities with clarity and help clients retire with confidence.

Annuity Awareness Month is your moment to rise above the noise and provide real value to your communities. Educate people with confidence. Engage with their curiosity. Enroll them with a purpose — and show your clients what a complete retirement strategy really looks like.

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