Align Annuities with Modern Retirement Goals
Show clients what is possible with annuities
We know that clients don’t ask for annuities, simply because they have not seen how useful they can be.
Fill the Retirement Income Gap with an Income Floor
With increasing uncertainty about future income, many retirees face a significant gap between what they have and what they need. Annuities can help close that gap by providing guaranteed income for life – offering stability when it matters most.
90% of retirement plan participants stated they are wary of inflation’s impact on their retirement income, while 76% said they fear the possibility of outliving their savings. Four out of five indicated an interest in guaranteed lifetime income.¹
Steps in establishing the retirement income floor
Annuities help build that income floor, complementing Social Security and providing protection against inflation, market volatility, and longevity.
By allocating a portion of a client’s portfolio to guaranteed income, financial professionals can simplify income planning and give clients greater confidence about the future.
Balance Growth and Protection: How Annuities Enhance Client Portfolios
Our WealthChoice FIA provides strategic support by offering market-linked growth potential combined with downside protection. This enables you to build portfolios that support clients’ long-term accumulation goals while preserving principal, enhancing both confidence and client retention in any market environment.
Mitigate Key Retirement Risks with a Fixed Indexed Annuity
Fixed indexed annuities can play a critical role in managing the risks that threaten retirement security like market volatility, sequence of returns, and longevity. By providing downside protection, steady income through market fluctuations, and guaranteed lifetime income, they offer clients a more stable foundation for lasting financial confidence.
Insights for Financial professionals
How to Provide Client Education That Sustains Family Wealth Across Generations and Builds Client Loyalty
Learn how to provide client education as a financial professional to sustain family wealth across generations and strengthen long-term client loyalty.
Support Financial Literacy Year-Round with Annuity Education
Support financial literacy year-round with insights that help financial professionals educate clients on annuities, retirement risks, and income strategies.
Estate Planning: A Practical Way to Deepen Client Relationships and Reach the Next Generation
Learn how financial professionals can initiate meaningful estate planning conversations, build trust, and help clients create lasting legacies across generations.
Match the Right Annuity to your Clients’ Needs
Discover how our annuity solutions can support your clients’ goals, whether they’re focused on growth, protection, or guaranteed income.
Your organization may not offer all product surrender periods or allocation options.
For details on available options, please contact your back office or the United Life sales desk at 800-637-6318.
Additional Strategies to Grow Your Book of Business
1. Employees, Concerned About Inflation and Longevity, Want Income Options in Retirement Plans, Survey Says – Greenwald Research