The current retirement landscape is fraught with dilemmas that demand your clients’ immediate attention. Recent global economic disruptions have created a pervasive feeling of instability for those nearing or entering retirement. With the increased economic uncertainty, it’s a perfect storm of client anxiety – but these fears can also drive action.

Key takeaways

    1. The current retirement landscape is fraught with economic disruptions that have created a pervasive feeling of instability for those nearing or entering retirement.
    2. Fixed indexed annuities can offer your clients a unique blend of security (principal protection) and growth potential (market-linked credited interest), particularly beneficial for near-retirees with five to ten years before retirement.
    3. Market the solutions that FIAs can provide during market uncertainty through informative seminars, social media campaigns, and a robust referral campaign. Remember that total transparency regarding the product’s rules and limitations is critical.
Joe Brandau