Help Your Clients Make Better Pension Decisions

  • Originally published September 25, 2012 , last updated December 31, 2015
  • Annexus
Help Your Clients Make Better Pension Decisions

New BizBuilder guidebook from Annexus walks your clients through the decision process

Thousands of Americans are facing a decision that will impact the rest of their lives after work: whether to accept a lump sum payment of their pension or elect for monthly payments. Unfortunately, many of them will make the wrong decision and negatively impact their retirement future because of poor planning or no planning at all.

This guidebook gives Annexus producers the tools and information they need to help assess their clients’ needs, better understand their options and ultimately make the right choice concerning their pension.

Pension options explained
Tax and estate planning implications
Pension decision worksheet

Annexus agents can access the BizBuilder guidebook at www.MyAnnexus.com.

To learn more about the most innovative fixed indexed annuities in the industry, call a marketer at 1-877-645-4939.