Are you looking to boost your success in the senior market? Look no further than annuities. Not only are they highly profitable, but they fill a critical need for those preparing for retirement.
As June rolls in, so does Annuity Awareness Month. This is the ideal time to dive into this lucrative opportunity.
To help you tap into the potential of annuities, our team at New Horizons has curated 10 simple, yet effective, marketing strategies for 2026. Best of all, most of these ideas won't cost you a dime to implement, giving you the opportunity to maximize your returns with minimal investment.
Before we get into our 10 annuity marketing ideas, I just want to reiterate that you don't need to be an annuity expert to start offering annuities to your senior clients.
Start with simpler MYGA products that offer competitive rates (currently around 6% for 5-year terms in 2026), and lean on me (Kirk Sarff) for support! I'll even get on the call with you during your first appointment to help you through it. Side note: if this interests you, let’s chat about our Annuity Mentorship Program.
Our FMO is passionate about relationships and service, so please know that you can start offering annuities right now, and you won't be in it alone.
Talking about money and investments with clients can intimidating but the Client Needs Assessment makes it a lot easier.
During the month of June, challenge yourself to embrace Question #9 and Question #10 on the Client Needs Assessment:
These questions are the perfect lead-in to educate your clients about the advantages of a Fixed or Fixed Index Annuity.
You can learn more about the assessment and how to tackle these questions here: The Ultimate Guide to Cross-Selling
Every independent agent sends emails and annuities are often sold to existing clients who know, like, and trust you.
What better way to draw attention to the fact that you offer annuities than by adding it to your email signature?
It can be as low-tech as a simple phrase, like "June is Annuity Awareness Month – ask me about no-fee, competitive interest options!" or as high-tech as a button to schedule an annuity consultation with you on your calendar.
If you have an office with any kind of lobby or entryway (that has a TV), add an annuity-focused slide to it!
In our local agency, we have a slideshow going that features fun Medicare facts, products we offer, the history of our agency, and anything timely – like Annuity Awareness Month in June.
It's a nice way to educate our clients and give them something to look at while they're waiting for their appointment.
Note: We used one of the social media images found in this marketing kit:
Short-form video continues to dominate social media, yet it remains surprisingly underutilized in the insurance world. June is the perfect month to start creating simple, informative videos about annuities.
When creating your videos:
Video Hook Ideas for Annuity Awareness Month:
Remember, being consistent is more important than posting frequency. Even one video per week can build your presence if done consistently.
For a complete guide to creating effective short-form videos, check out our blog post on using short videos to grow your insurance business.
Even if you don't plan to talk to a client about annuities during an appointment, you can send them home with a flyer highlighting annuities.
We've created a Bank CD vs. Fixed Annuity Flyer you can customize with your contact information and logo.
This handout covers the differences between low-interest bank CDs and the more competitive rates of fixed annuities.
You can put this poster in your office, hand it to clients during an appointment, or include it in your policy delivery process.
Please note: This is a generic flyer, not intended to be specific to any carrier. We strongly recommend that any carrier specific information be obtained from the carrier and verified to be compliant with CMS guidelines.
Take advantage of pre-designed social media assets to join the annuity conversation during Annuity Awareness Month.
Facebook posts, LinkedIn posts, and quick start guides are included to help you get set up on social media and start spreading the word about annuities.
I recommend scheduling all of your Facebook posts ahead of time so you can get your posts for the whole month done in less than 15 minutes.
Go to your Facebook page and click on Meta Business Suite.
Then, click on Planner.
Now, you can schedule all of your Annuity Awareness Month posts!
7. Add a Timely Intro to Your Email Newsletter
If you send an email newsletter to your clients, consider including an introduction that calls out Annuity Awareness Month.
Here's a sample introduction you're welcome to copy and paste:
Dear <First Name>,
June is Annuity Awareness Month, an opportunity to consider how annuities might strengthen your retirement strategy. With today's market uncertainty, guaranteed income solutions are more important than ever.
As your trusted advisor, I'd like to offer a no-cost annuity review to see if these products could enhance your financial security. With current rates at attractive levels (some reaching 5%+), now is an excellent time to explore your options.
Would you like to schedule 15 minutes to discuss how annuities might fit into your retirement plan?
Here's another variation:
Hello <First Name>,
Are you getting the most from your retirement savings? With June being Annuity Awareness Month, I've been helping clients explore options beyond traditional savings accounts and CDs.
Did you know many of my clients are surprised to learn they can secure guaranteed rates around 5% with principal protection and no direct fees? For those worried about outliving their money, certain annuities can provide income you can't outlive.
I'm offering quick 15-minute annuity consultations this month. What days and times work best for a quick call?
And one more for good measure:
Hello <First Name>,
Are any of these retirement concerns keeping you up at night?
- Outliving your savings
- Market volatility affecting your nest egg
- Low returns on your "safe money"
- Tax efficiency of your investments
June is Annuity Awareness Month, and many of my clients have found that the right annuity strategy can address these common worries. With today's competitive rates and flexible options, annuities have become powerful tools in a balanced retirement plan.
I've set aside a few slots this month for no-obligation annuity consultations. Would you like to reserve one of these times?
If you do any virtual appointments with clients, consider changing your Zoom background to call out Annuity Awareness Month.
It's an incredibly simple marketing idea that takes about 30 seconds to implement.
First, download one of these three Zoom backgrounds provided by the Coalition for Annuity Awareness:
Here's how to add your new Zoom background:
If you have a website, change the text on your homepage for the month of June.
For example, if your homepage typically says something like, "We Make Medicare Easy," replace it for the month of June to say, "June is Annuity Awareness Month."
Here are some more tagline ideas:
Updating your website is a fast and easy way to stay relevant and let your visitors know you offer annuity solutions.
Create a simple 20-30 minute webinar explaining the basics of annuities and how they can help secure retirement income. This is perfect for clients who prefer to learn from the comfort of their home.
Promote your webinar through:
During the webinar, cover topics like:
End with a clear call-to-action for attendees to schedule a one-on-one consultation. Record the session to use as future marketing content!
Take part in Annuity Awareness Month this year!
Clients will see annuities mentioned everywhere, and if they are going to get one, they should get it from YOU!
Ready to start selling annuities but need a little extra support? Ask me about our Annuity Mentorship Program!