The Trusted Choice Guaranteed Income Program gives agents a simple way to offer Lifetime Income Annuities to their clients.
What is a Lifetime Income Annuity?
A Lifetime Income Annuity is simply a Guaranteed Paycheck for LIFE. Many clients probably already have a lifetime income annuity – their monthly Social Security check. Social Security is a guaranteed paycheck for life. Lifetime income annuities protect again longevity risk by giving clients a predictable stream of income they cannot outlive.
Longevity Risk is one of the biggest risks facing retirees and soon-to-be retirees. Running out of money in retirement can be devastating for retirees and their children. Trusted Choice Agents are uniquely positioned to help clients navigate and insure against this risk.
Appointment Process:
1) You'll need to carry an active Life/Health license. The Essential Step provides a pre-licensing course to help agents prepare for that exam. Click here to see upcoming class schedule.
2) Satisfies the 4-hour requirement for agents that are life insurance licensed that want to offer annuities. Click here to take, The Trusted Choice Annuity Suitability Course, via ABEN.
3) Finally, click here to learn more about the product and complete the appointment form.
If you have any questions about the product or progam. Please contact, Robert Holt (guaranteedincome@iiaba.net), and he will be able to assist you.
Click here to read IIABA's official announcement of this new program for members.