Are you looking to boost your success in the senior market? Look no further than annuities. Not only are they highly profitable, but they also fill a critical need for those preparing for retirement.
As June rolls in, so does Annuity Awareness Month – 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 12 simple yet effective marketing strategies for 2025. Best of all, most of these ideas won't cost you a dime to implement, ensuring you can maximize your returns with minimal investment.
You Don't Need to Be an Expert to Start
Before we get into our 12 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.
If you missed our comprehensive 5-week Annuity 101 training series earlier this year, check out our summary of key takeaways. You'll learn everything from how to identify prime prospects to mastering the "Zero is My Hero" concept that resonates so well with seniors concerned about market volatility.
Remember, start with simpler MYGA products that offer competitive rates (currently around 5% for 5-year terms in 2025), 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.
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 this alone.
1. Download Our New Annuity Sales Letter
This high-response client acquisition letter was crafted using timeless persuasive principles from legendary copywriters like Gary Halbert and adapted specifically for today's annuity market.
Unlike typical financial services communications that feel sterile and forgettable, this letter employs proven psychological triggers that motivate prospects to take action.
While this letter can be effective with cold prospects, your highest return on investment will come from sending it to your existing clients first. Research consistently shows that cross-selling to your current book of business yields 5-7 times better results than prospecting to strangers.
2. Embrace Questions 9 and 10 on the Client Needs Assessment.
Talking about money and investments with clients can intimidating, but the Client Needs Assessment makes it a lot easier.
If you aren't already, during the month of June, challenge yourself to embrace Question #9 and Question #10 on the Client Needs Assessment.:
- Are you satisfied with the present rate of return on your investments?
- Do you have a 401(k)?
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
3. Add a Simple Line to Your Email Signature
Every independent agent sends email, 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.
You can learn more about appointment setting software here.
4. Add an Annuity-Focused Slide to Your Lobby TV Monitor
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 the below marketing kit:
5. Create Short-Form Videos About Annuities
In 2025, 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:
- Keep them between 15-60 seconds
- Film vertically using your phone
- Include a strong hook in the first 3 seconds
- Focus on answering one common question per video
- Always include your name and "Licensed Insurance Agent" title
Video Hook Ideas for Annuity Awareness Month:
- "Don't miss out on these competitive annuity rates!"
- "Stop leaving your money in low-interest accounts!"
- "Worried about market crashes? Here's how annuities can help."
- "The biggest mistake people make with retirement savings"
- "How to get guaranteed income for life"
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.
6. Give Your Clients an Annuity Flyer
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.
7. Spread Annuity Awareness on Social Media
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!
Facebook Ads
If you plan to boost any of these posts or run any ads on Facebook, be sure to heed the new guidelines.
As of January 21, 2025, Meta requires all insurance service advertisers to use their special ad category, which includes specific targeting restrictions. When creating your posts:
You CAN:
- Target by county or state
- Target by specific city or address (with minimum 15-mile radius)
- Target by designated market area (DMA)
- Collect ZIP codes using custom text fields with specific wording
You CANNOT:
- Target by ZIP code
- Exclude locations
- Target by age or gender
- Use default input fields for ZIP codes
For more details on the new Meta marketing requirements, check our 2025 Meta Advertising Changes Guide.
8. Add a Timely Intro to Your Email Newsletter
If you send an email newsletter to your clients, consider including a timely introduction that calls out Annuity Awareness Month.
Here's a sample introduction you're welcome to copy and paste:
Dear <First Name>,
This June marks Annuity Awareness Month, an opportunity to consider how annuities might strengthen your retirement strategy. With today's market uncertainty and increasing longevity, guaranteed income solutions are more important than ever.
As your trusted advisor, I'd like to offer a complimentary 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:
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?
9. Change Your Zoom Virtual Background
If you do any virtual appointments with clients, consider changing out 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:
- We Love Annuities, Circle Design - Black Background
- We Love Annuities, Circle Design - Red Background
- We Love Annuities, Heart Design - Black Background
Here's how to add your new Zoom background:
- Open your Zoom desktop app and sign in.
- Click your profile picture and click "Settings."
- Select "Backgrounds & Effects."
- Add your image by clicking the plus icon and clicking "Add Image."
- Select your image.
10. Update the Text on Your Website's Homepage
If you have a website, change out 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:
- Tired of Market Volatility? Discover Annuities This June
- Stop Worrying About Market Crashes: Ask About Annuities
- Discover the Power of Annuities This June
- Join Us in Exploring Annuities This June
- Take Control of Your Retirement
- Ready to Plan Your Retirement? Start with Annuities
- Annuity Awareness Month is Here
- Retire with Confidence: Explore Annuities This June
- June Special: Complimentary Annuity Consultations
- Your Retirement Deserves More Than a Savings Account
- Turn Retirement Savings into Retirement Income
- Beat Inflation with Strategic Annuity Planning
Updating your website is a fast and easy way to stay relevant and let your visitors know you offer annuity solutions.
11. Browse the Toolkit from the Coalition for Annuity Awareness
In 2015, the Coalition for Annuity Awareness launched AnnuRetirement, an impartial, informative website consisting of positive and accurate messages regarding the features and benefits of annuities available free to the public.
This website includes several resources for industry professionals, including a toolkit for use with consumers.
The toolkit includes flyers, a booklet, a presentation, posters you can hang in your office, tons of social media graphics, and a social media profile frame.
12. Host a Virtual Annuity Basics Webinar
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:
- Email to your client list
- Social media posts
- A mention in your regular client newsletter
- Website announcement
During the webinar, cover topics like:
- What annuities are (in simple terms)
- The different types available (focusing on MYGAs for simplicity)
- How they compare to other retirement vehicles
- Who might benefit from an annuity
- Common questions and concerns
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!
Conclusion
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!
Need to learn more about annuities before you start selling them?
Our free annuity training hub provides everything you need, and our recent "Unlocking Annuity Success" training series recap gives you 12 key strategies that have helped agents add six and even seven figures to their annual sales.
