This annuity's pros and cons for her goal

Start with her goal. List what the product does for it and where it falls short.

1. 1.

   Swap in the product's full name and change her goal. Paste this in a chat with Annuities Genius.

   Copy

   Using Annuities Genius: my client is 64, lives in Wisconsin and has $150,000 of non-qualified money. Her goal is income for life, with some money she can still reach. Look up [paste the product's name]. Do not run a quote. List at most four pros and four cons for her goal. Give one short line each, with the product detail behind it. Do not promise any returns. Say "check the brochure" for anything the details lack.

   Select the text and copy it.

2. 2.

   Compare each point with the detail it names.

   A point with no product detail next to it is a guess. Cut it or check the brochure.

3. 3.

   Keep what matters to her goal and add what you know about her. You decide what to show.