New Approach to Selling Income Annuities

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IQ Financial Marketing Corp has published an article on its website titled “A new breed of retirement calculator for sizing up income annuities.” The article presents a simple, practical method that insurers (and advisors) can use…


  • To quickly guide a retiree or pre-retiree to an appropriate ticket size on an income annuity purchase.
  • To incentivize retirees to take a key step towards securing ample lifetime income.

The article can be viewed on the firm’s site:

This is the second in the Firm’s series of articles showing insurance companies new ways to help consumers better understand and appreciate the role that SPIAs and deferred fixed annuities can play in reducing longevity risk and achieving retirement security.

IQ co-founder Michael H. Greenstein stated, “We feel that the ideas in these articles are important because, rightly or wrongly, pure income annuities generally compete in the marketplace against their flashier cousins, variable and indexed annuities, even though these products actually serve a somewhat different purpose.”

IQ Financial Marketing is a marketing communications SWAT team that insurance companies have been calling on for twenty years to advise on marketing/branding issues and create sales materials, presentations and tools.

More information is available by emailing

NAFA, the National Association for Fixed Annuities, is a national trade association exclusively dedicated to promoting the awareness and understanding of fixed annuities. NAFA is the only association whose sole purpose is advocating for the fixed annuity product.

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