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Guaranteed Income Program (Annuities)

Offer lifetime guaranteed income annuities to clients

What happens when a retired client runs out of money? What happens if they outlive their savings? The solution to these fears and a key to a happy and worry-free retirement is guaranteed lifetime income. A lifetime income annuity is a simple and efficient way to eliminate longevity risk for clients.

Independent agents are uniquely positioned to help their clients achieve retirement security and peace of mind by providing income they cannot outlive. Helping protect their clients from many risks and perils, independent agents can continue to offer peace of mind by protecting clients from the No. 1 risk facing retirees and soon-to-be retirees.

Trusted Choice has partnered with Nationwide and Principal Financial Group to develop the Guaranteed Income Program to give independent agents a simple, turn-key program to offer lifetime income annuities to their clients.

Trusted Choice will walk agents through every step of the way, including reimbursing 100% of the cost of any required training. Trusted Choice provides product training, sales ideas, and a sales help desk to offer advice. The program is also an opportunity for independent agents to increase their agency revenue; the 3% commission rate earns agents $4,500 on an average sale. Guaranteed lifetime income products require no underwriting and agencies are paid quickly.

Learn more on the Guaranteed Income Program portal or request a consultation with Robert Holt, vice president of life & annuity business development, Trusted Choice.


See also:

Trusted Choice Annuity Suitability Course,  4 hrs. L&H

The Trusted Choice Annuity Suitability Course webcast (offered through the ABEN network)  satisfies the four-hour requirement for agents that are life insurance licensed and want to offer annuities.  This course covers the demographic environment confronting retirees; the  appropriate role of annuities in providing retirement income; types and characteristics of annuities; annuity tax considerations; and suitability and regulatory concerns.