Annuity Income Max
Planning and optimal case design mean maximum retirement income
The biggest issue in retirement today is income, and more specifically, not running out of it. Your clients are retiring earlier, living longer, and expecting more options and adventure and from their retirement assets. But market volatility continues to shift the risk tolerance of retirees downward, reducing growth potential over retirement years. The BSMG team will help you create an optimal case design, ensuring maximum income for your clients.
Client Analysis
A comprehensive analysis of your client's current annuities and income needs is critical. BSMG's income max client profile protocol ensures no details are missed.
BSMG’s Annuity Rescue reviews outdated annuity products and identifies competitive solutions, allowing your client to lock-in gains, reduce risk, and create more guaranteed income. Learn more here.
Help Your Clients Generate More Income
An annuity review will ensure that your clients have the best product for their needs while replacing dead assets and re-monetizing your book of business.
75% of clients switch advisors at retirement
67% of clients want a plan but don’t have one
87% who receive a plan, switch assets to that advisor
