Educational Guide on Accumulation and Fixed Index Annuities (FIAs)

June is Annuity Awareness Month, and it’s a great time to share the recently refreshed Balanced Accumulation brochure with your clients. It shows the part FIAs can play in an overall portfolio, providing balance with potential for growth. 

Then, you can use the online risk assessment calculator to see if your clients are striking the right balance in their retirement planning. 

Remember, Annuity Awareness Month gives you a great opportunity to reach out to existing clients or potential clients on your social media channels with information on fixed index annuities.