June is Annuity Awareness Month
Annuities play a critical role in helping clients turn their contributions into reliable income, yet they’re often misunderstood or overlooked as part of a retirement strategy. That’s why education matters. When clients understand how annuities can support retirement income, protect against market uncertainty, and provide long-term confidence, they’re better equipped to make informed decisions.
Annuity Awareness Month is the perfect time to start those conversations. It provides a natural opportunity to reconnect with clients, introduce new ideas, and position yourself as a trusted resource. To help you get started, we’ve gathered a collection of tools and resources to help you prepare.
Prepare for Annuity Awareness Month with these key resources
Annuity Basics
Video
- How Index Crediting Works: View Video
Flyers
- MVA: View Flyer
- Policy Value: View Flyer
- How Annuities Work: View Flyer
- Diversify: View Flyer
Training
- Fixed Index Annuities 101 Storyboard Brochure: View Brochure
- Benefits of Fixed Index Annuities Storyboard Brochure: View Brochure
Social Posts
Growth Driver 10
Brochure:
- Growth Driver 10: View Brochure
Flyers (Consumer)
- Top 10 Reasons to Buy an FIA: View Flyer
- Smooth Ride to Retirement: View Flyer
- Making Up is Hard to Do: View Flyer
- Dollar Cost Averaging: View Flyer
Video
- Retirement Risk Zone: View Video
Social Posts
Flexible Premium Annuity Markets
Video
- Retirement Road Map: View Video
Infographic
- Retirement Road Map: View Infographic
Flyers
- Income Gap Workbook: View Flyer
- Save More for Retirement: View Flyer
- SEP and Simple Plans vs. State Mandate: View Flyer
- How to Set Up an IRA: View Flyer
ToolKits and Playbooks
- Retirement Plans Playbook: View Playbook
- PRESENT! Toolkit: View Toolkit
- ENGAGE! Toolkit: View Toolkit
Deferred Indexed Annuities
eKit
SPDA eKit: View the eKit
Flexible Premium Deferred Indexed Annuites
eKit
- FPDA eKit: View eKit
Top 12 Annuity Marketing Materials
More Marketing Resources
- Top 12: View Page
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