It's a great time to sell a SPIA - longevity is headline news because so few Americans have taken it into consideration when planning for retirement.
Your clients have options, including joint-and-survivor policies that offer a variety of COLA inflation percentages (3% is the most requested). To run a quote, we'll need a bit of information about your client and his or her needs. Click the link below to access our quote request form or give us a call to get started right away.
Note: NAIC states require that you complete Annuity Suitability Continuing Education and product-specific training BEFORE an annuity app is dated. Click here to complete your training today.
Get a Quote
Our form asks for basic information about your proposed annuitant, along with your name, phone, and email. We'll send you the quote to see if a SPIA is right for your client. There's also a comment section, so if you need to explain any of the client's needs, feel free to give us as much info as you have.
Not sure a SPIA meets your client's needs?
Click here to run quotes for fixed, indexed, and MYG/CD annuities. You can also access a form to request a quote for an annuity/LTC combo.
Need a quick reference? We've got you covered. Here are a few quick resources that answer basic questions about annuities.
- Flyer: Annuities vs. CDs
- Webinar: American Equity Marketing Insights
Annuities are complex and your client probably has questions. We'll help answer all of them for you. Let us know if we can help with illustrations, marketing, or advanced case design that goes even further to protect your client's retirement income.
- Call us at 1-800-823-4852 and ask to speak to a brokerage director.
- Click here to email us.
Sell More SPIAs - And Become a Pinney Partner
Help your clients take the guesswork out of retirement planning. Annuities offer a simple, reliable way to plan and pay for their retirement. But why don't more agents sell them? Yes, they can be complicated...but they don't have to be. We're here to help you present the most effective products and solutions to your clients. Questions, quotes, marketing, illustrations...join the Pinney team and you'll get the benefit of our decades of experience in life insurance and annuities.
- Click here to view and download our media kit. Learn more about what we do, our values, and our executive team. Get contact info and LinkedIn profile links, too.
- Claim a free 30-day trial for Insureio, our CRM (customer relationship management) software of choice. It was designed and built by life insurance agents, and we provide the back-office application fulfillment support. No paperwork, client management, and automated marketing? Yep. Insureio does it all.