How would you inquire about an annuity opportunity

[jack3454]

I have a client who mentioned to me that him and his wife are planning on annuitizing their 401ks. What would be your next move after hearing this? Im not good with this stuff yet and I dont want to sound like I want his money or overstepping by asking.

Thank you!

 

[DHK]

"Oh? Sounds like you've been looking at some options. Do you have any questions I can help with?"

It's rare to hear the term 'annuitizing' from a consumer, so it tells me that they're looking, reading, shopping, etc. Just find out where their head is at and what they're looking to accomplish.

 

[jack3454]

Thanks, appreciate that

 

[Tahoe Ray]

Ask your client if you can introduce them to someone who knows what they're doing and split the case with them.

 

[WinoBlues]

Ask your client if you can introduce them to someone who knows what they're doing and split the case with them.

This!

It could benefit not only the client and also be a great learning experience for the agent.

Although, I would word it a little differently

 

[AgentGeneral]

How about a confidential fact finding form first with questions that target their intentions and objectives.