2-minute article

Overcoming objections to find opportunities

It's important to approach objections as an invitation to address or alleviate prospects' concerns and educate them about the benefits of annuities. Listen to what they have to say and recognize their concerns. Then, you can show how retirement solutions may address their retirement concerns and help them reach their long-term savings and income goals.

Here are ways you can turn common objections into opportunities.



"I don't have time right now."

Let's set an appointment for a more convenient time for a quick chat. Then we can see if it warrants a longer discussion.

"I already have a broker."

Yes, many of our clients do, but they also appreciate getting information from more than one source. I can provide another perspective.

"I'm concerned about taking risks with my savings."

I understand your concerns and can help you devise a strategy that can help grow your savings while reducing market risk.

"Now's not the right time to invest."

Athene has solutions that address a variety of concerns, like inflation, low interest rates and the risk of a market downturn. I can help you make an informed decision.

"I don't want anything long-term."

Depending upon your financial objectives, certain products may or may not be suitable for you. I can walk through alternatives that may be right for you.

"I don't want to lock up my money."

We have options that offer flexibility. It's important to know how different products work and how they provide access your money. Tell me about what you need from your money.

"I'll call when I'm ready."

I understand. Keep in mind waiting too long could put you farther away from meeting your retirement goals. Let's set an appointment for a quick chat. Then we can go from there.

"I'm concerned about the economy."

Many people are. I can help you devise a strategy to help accomplish your long-term financial goals, even in challenging economic conditions.


Take it to the next level.

Every financial professional gets objections. Try practicing your approach to handling these common objections with your friends or colleagues. When you understand the reasoning behind the objections, you can more easily present appropriate financial solutions.