Annuity Sales Tool Kit

According to the Secure Retirement Institute Fourth Quarter U.S. Annuity Sales Survey, annuity sales increased 3% over 2018, representing the highest annual annuity sales recorded since 2008. With the growing popularity of FIAs, annuity sales should continue to grow in the upcoming year. Don’t be left behind on this growing industry trend.

Whether you are just starting out selling annuities or if you’ve been selling them for years, we offer a suite of tools to help make the sales process easier. The following tools can revolutionize the way you do annuities, making your services more attractive to clients and boosting the annuity sales and marketing.

Get your hands on some additional tools to assist with your Annuity business. From Case Status to proprietary calculators, we got you covered!

• The Income Custom Case Design Fact Finders & Request Forms
  
  
• Digital Annuity Illustrator
  
  
• Online Case Status
  
  
• Social Security & Pension Gap Calculator

New to Brokers Alliance? Get in touch with one of our Agent Relationship Managers today to get setup with our available Annuity Sales Tools! 800.290.7226