Must read if you sell FIAs

By jlechuga

Tucker Advisors


As you meet with clients, I’m sure you extol the virtues of the fixed indexed annuity. You tell your clients how the FIA can provide safety, liquidity, tax deferral, opportunity for growth, lifetime income and a death benefit. As you go through the sales process, you sell the clients on how all these features can provide them with the answers and peace of mind with regard to their financial future. But what about this: Do you have a FIA? If you don’t, shame on you. If you do, good for you!

If selling is conviction about what you have to offer, how can you have conviction about the products you are selling if you don’t own one? Plus, when talking about the potential gains the FIA offers and the potential for future income, wouldn’t it be great to speak from personal experience as you are selling? In addition, don’t you need to prepare for your retirement one day also? Not only that, one of the most powerful tools you can use when selling is to show clients your very own statement. You will likely want to black out your contract number, but the most important thing is to make sure that your name and all of the financial figures are visible on the statement.

With only $2,000, you can start your own FIA with some carriers. So don’t wait. Move some of your money to an FIA and I guarantee that it will help you as you sell to your next client.