Complement Annuities with a Strategy Clients Already Love

You’ve worked hard to build trust with your clients by offering them top insurance and annuity solutions. But are you leaving money on the table?

Think about it—can 100% of your clients’ assets go into insurance products? Of course not. That’s where a complementary offering can make a big difference.

Clients who already trust you with their financial future are often interested in diversifying with physical gold and silver. These products naturally align with annuities, require no additional licensing, and allow you to earn commissions comparable to annuities.

By introducing this option, you’re helping clients secure 10-15% of their portfolio with assets they’re already eager to explore. Most agents leave upwards of 30% of clients’ assets available for other advisors to capture—don’t let that opportunity slip away. Plus, it keeps you front and center as their go-to advisor.

Why wouldn't you want to be bringing this up to your existing clients?

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