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Introduction to Annuities

The Ideal Annuity Client Is Already Your Client

Explore the possibilities of cross-selling annuities to your existing Medicare clients, using a proven process from leaders in the Medicare and annuity markets. Get started by downloading the free “Introduction to Annuities: A Starting Point for Success.”

The “Introduction to Annuities” is the first step in SMS’ exclusive annuity program. After that, you’ll also gain access to our “Annuity Planning Kit,” which shows how annuities can solve your clients’ retirement challenges, and the “Annuity Sales Kit,” which gives you conversation starters and power phrases that make annuity sales simple. This powerful step-by-step program will help you:
  • Identify ideal annuity prospects from within your client roster
  • Uncover sources of premium from clients’ assets to better serve them
  • Compliantly transition from the Medicare conversation to annuities
  • Position annuities as the solution

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