Skip to content

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.

BSMG’s Annuity Rescue reviews outdated annuity products and identifies competitive solutions, allowing your client to lock-in gains, reduce risk, and create more guaranteed income.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


© 2022 Brokers’ Service Marketing Group. All Rights Reserved. Securities offered through The Leaders Group, Inc. member FINRA/SIPC
26 West Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Brokers’ Service Marketing Group is not affiliated with The Leaders Group, Inc.
Privacy Policy | Terms & Conditions
Created by Apis Productions