Annuity in a Box

1. Ready-to-Use Annuity Marketing
The Annuity In A Box Kit provides advisors with ready-to-use emails, social posts, and scripts to quickly promote annuities without starting from scratch. It’s a simple way to attract and convert leads with professional, proven content.

2. Build Trust with Retirement Solutions
Use the kit to position yourself as a retirement income expert. It helps you clearly explain annuity benefits like tax deferral, guaranteed growth, and lifetime income, making client conversations easier and more effective.

3. Expand into Roth and IUL Planning
When you are ready, gain access to our Roth Conversion Simulator and premium finance strategies. You’ll be equipped to open more advanced planning conversations around tax-free retirement and legacy building.