Episode Details

Strengthen your annuity sales strategy with these best practices. Hear takeaways for agents of all experience levels, plus how to download our fact-finder that can help you ask better questions.

 

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💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

Cross-Selling Ancillary Insurance with Medicare Products eBook

Fixed vs. Indexed vs. Fixed Indexed Annuities: What's the Difference?

Insurance Agents Can Generate More Leads with a Referral Marketing Strategy

Life and Annuity Resource Center (LARC)

Social Media Marketing for Insurance Agents eBook

What Are Annuities?

 

References:

Gibson, Trey. "55 Open-Ended Sales Questions to Close More Deals in 2026." Spotio.com, Spotio, https://spotio.com/blog/open-ended-sales-questions/, Accessed 9 Apr. 2026.

"Do Insurance Brokers Have a Fiduciary Duty?" Mployer.com, Mployer, https://mployeradvisor.com/blog/do-insurance-brokers-have-a-fiduciary-duty, Accessed 9 Apr. 2026.

Kenton, Will. “Risk Assessment: Definition, Techniques, and Analysis Types Explained.” Investopedia.Com, Investopedia, 23 Nov. 2025, www.investopedia.com/terms/r/risk-assessment.asp.

Sheikh, Mahnoor. "Social media demographics to inform your 2026 strategy." sproutsocial.com, Sprout Social, 18 Feb. 2026, https://sproutsocial.com/insights/new-social-media-demographics/.

"Trends in Health Insurance Retention: Exploring Recent Data and Trends." insureuniversity.com, Insure University, https://www.insureuniversity.com/key-insights-from-latest-data-and-emerging-trends-health-insurance-retention/, Accessed 9 Apr. 2026.

 

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