5-minute infographic

Conversation clues that can lead to more annuity opportunities

Listen up! Can you identify an annuity opportunity when you hear one?

Listen for these conversation clues. You may discover important insights into your clients’ financial goals for retirement.

Client clues often present an opportunity to discuss how Athene annuities may help meet important long-term goals for savings and income.

Conversation Clues Opportunity Make the Connection
  • I pay too much in taxes already.
  • I’m in a high tax bracket now.
  • I want to reduce my taxes

Concerned about taxes

Looking for tax deferral? I can find a solution for you.

  • Interest rates are so low. I’d like my savings to grow faster.
  • I want a guaranteed interest rate.
  • I have too much money in money markets and savings, and I’m not getting the return I want.

Looking for income growth

Your concerns are understandable. I can show you options that can help grow your retirement savings.

  • I’m uneasy about being too
    exposed to the market.
  • I lost money in the market recently and I don’t want to go through that again.
  • I want to save more, but with less risk.

Concerned about market uncertainty

Together, we can devise a long-term strategy to help protect your retirement savings from market downturns.

  • I need income now (or in three,
    five or seven years).
  • I don’t need the money now; I’m looking for income after I retire.
  • I’ve had money in CDs for years.

Unaware of what annuities can do for them

Have you considered an annuity? Owning an annuity doesn’t mean giving up access to your money.

Plus, there are unique features to annuities that can help you reach your financial goals.
  • I’m concerned about outliving my money.
  • I’ve been saving my whole life. I want my money to last as long as my retirement does.

Seeking protection from downside risk

There are options so you have income for the rest of your life — guaranteed.

  • I’m concerned about Social Security being there when I need it.
  • I want to retire soon.
  • I’ve recently changed jobs.

Thinking about retirement plans

It’s all about meeting your retirement income goals. I can help you do just that.

  • I want my children to have my money when I’m gone.
  • What happens to my money if I pass away?
  • It’s more than leaving something behind. I want to pay it forward.

Concerned about a legacy

There are many ways to help you leave something for those you care about.

Put it into action.

Now that you have a refresher on conversation clues, you can optimize your business by uncovering additional insights into your clients' needs. 

This information is brought to you by Athene — where innovative annuity solutions are powered by unconventional thinking.