Client asks: annuity or ...?

Your client compares an annuity with a CD, a pension, a 401(k) or life insurance. Show both sides, labeled.

Clients compare before they buy. A fair side-by-side, every number labeled, helps you answer "why not what I have?" and close the right case. Sometimes keeping it is right.

Uses credits

You'll learn to

• Put your client's own numbers next to Annuities Genius numbers, each one labeled
• Name who stands behind each side
• Say so when keeping what they have is the better choice

In this guide

1. 1. Annuity or CD: when your client's CD matures
2. 2. Pension lump sum or monthly pension?
3. 3. Client says: "My 401(k) is doing fine"
4. 4. Annuity or life insurance: when each fits