Annuity Awareness Month is a valuable opportunity to highlight the important role annuities can play in creating long-term retirement income security.
Today’s annuities are no longer viewed as just traditional financial products - they have evolved into flexible retirement planning solutions designed to help both younger and older investors build confidence, protect assets, and create reliable income for the future.
This month serves as a reminder to educate clients on how annuities can support financial stability and help them prepare for a more secure retirement.
Use the resources on this page to help!
Annuity: Is One Right for Me?
Share the YouTube video.
Annuities 101: A Critical Piece of Retirement
Read/share this back to basics article.
Your "Last-A-Lifetime" Lifeline
Get facts and resources for you and your clients.
Agents can also direct clients to Life Happens, a trusted nonprofit resource dedicated to helping consumers better understand the value of insurance and financial planning solutions.
Their website provides clear, easy-to-understand guidance on common annuity questions, including how annuities work, who may benefit from them, the different types available, and the potential advantages they can offer as part of a retirement strategy. Sharing this resource is an excellent way to support your conversations with clients, reinforce the importance of retirement income planning, and help clients feel more confident taking the next step.
Share their Annuity 101 resources with your clients and prospects!
Visit United Underwriters’ Annuity Service Center for access to carrier information, current rates, product resources, sales support, and the tools you need to help clients explore annuity solutions with confidence. If you have questions or would like assistance, please contact us at 800-932-3469.
