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Annuities 101 Guide

Posted by www.psmbrokerage.com Admin on Thu, Dec 28, 2023 @ 10:27 AM

annuities 101

Annuities are financial instruments that offer a unique way to plan for one's financial future. Essentially, they are contracts between an individual and an insurance company, designed to provide a steady stream of income over a specified period or for life. Annuities come in various forms, each with its own features and benefits. Some provide guaranteed income, while others offer the potential for growth based on market performance.

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Annuities can be a valuable tool for retirement planning, helping individuals secure a stable income source during their post-working years. Understanding the different types of annuities and how they align with your financial goals is essential to making informed decisions about your financial future.

image-png-Dec-28-2023-04-00-10-6280-PMWhen integrated into a diversified retirement strategy, annuities provide an additional layer of financial protection and offer opportunities for long-term care benefits, making them a comprehensive solution for securing your retirement.

Annuities offer a host of advantages that make them a compelling choice for individuals planning for retirement. First and foremost, they provide a dependable source of income, ensuring regular payments that can cover living expenses throughout retirement. Additionally, many annuities come with tax advantages, allowing your earnings to grow tax-deferred until you start receiving payments. This can be a significant benefit, as it maximizes your savings over time. Furthermore, certain types of annuities, like fixed and indexed annuities, guarantee the return of your principal investment, safeguarding your money from market volatility. This principal protection can provide peace of mind, knowing that your savings are secure.

Annuities can offer a sense of financial security, especially during retirement, by providing a predictable source of income. However, it's essential to carefully consider the terms, fees, and options associated with annuities to choose the right one for individual financial goals and circumstances.

Are you a Medicare Advisor looking to offer your clients Annuity options?

We have drafted up an effective cross-marketing letter you can use to market annuities to your Medicare clients. If you would like it personalized, please reach out to us today.

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Tags: Fixed Annuity, Annuity Information, cross marketing

Sentinel Life: Summit Bonus Index - the Ultimate Income Annuity is Here!

Posted by www.psmbrokerage.com Admin on Wed, Aug 02, 2023 @ 03:42 PM

Sentinel Life Annuities

The wait is over. SM (SBI) annuity - the Ultimate Income Annuity - is here! If having a reliable stream of guaranteed income is a priority for your client, then don’t let them miss out on this amazing income solution offering. 1 

  • #1 GLWB Income Payments across many ages and deferral periods.
  • 15% premium bonus on both the accumulation and income accounts with the selection of the Income Rider.
  • 7.25% roll-up rate for All Ages years 1-10.
  • Increased payout factors that reach as high as 9%.
  • Agent Heat Sheet (click here

Sentinel crowns the Summit Bonus IndexSM annuity as the Ultimate Income Annuity, offering #1 market leading GLWB income payout amounts. There’s no need to look any further for the amazing income solution that your clients deserve.




Data as of August 1, 2023, and is subject to change without notice. 

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Tags: Annuity Information, sentinel Life

Recorded Webinar: Mastering Annuity Sales for Medicare Agents with Tom Hegna

Posted by www.psmbrokerage.com Admin on Wed, Jun 21, 2023 @ 12:22 PM


Dear Medicare Agents,

We're excited to invite you to watch an exclusive webinar featuring renowned retirement expert Tom Hegna as he reveals insider tips and proven strategies from his acclaimed book, "Don't Worry. Retire Happy." This webinar is designed specifically for you, the Medicare agent, to help you better understand how to effectively sell annuities and secure a prosperous retirement for your clients.

Don't miss this opportunity to learn from the best in the industry. Tom Hegna has a wealth of knowledge and experience that you can apply to your practice to increase your sales and help your clients to achieve their retirement goals. We're confident that you won't want to miss it.
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Tags: Annuity Information, Medicare Sales, Tom Hegna

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