8 Marketing Ideas for Annuity Awareness Month (2024)
May 6, 2024

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 really pressing 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 8 simple yet effective marketing strategies. 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 8 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.

Check out our annuity training hub so you're coached up on the basics, 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.

Unlock access to the annuity sales training hub

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. 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.

appointment setting calendar

You can learn more about appointment setting software here.

2. 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.

annuity awareness month marketing idea lobby slide

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:

Get the Annuity Awareness Social Media Assets

3. 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.

Get the Client Guide to CDs vs. SPIAs

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.

4. 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.

Get the Annuity Awareness Social Media Assets

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!


Related Reading: The Ultimate Guide to Selling Annuities In the Senior Market

5. 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>,

June is Annuity Awareness Month, a time of year where we focus our attention on the important role of annuities as part of a secure retirement savings plan.

I offer many types of annuities that have no fees, competitive interest rates as high as 5%+, safety of principal, and even options for lifetime income. Simply reply to this email if you're interested in learning more about annuities.

Here's another variation:

June is here, and you know what that means? It's Annuity Awareness Month – time to give a shout-out to those trusty annuities that often fly under the radar in retirement planning.

I've got a variety of annuity options in my toolkit – no fees, competitive interest rates (we're talking up to 5%+!), and the peace of mind knowing your principal is safe and sound. Oh, and did I mention the potential for lifetime income? If you're curious to learn more, just drop me a line!

6. 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:

Here's how to add your new Zoom background:

  1. Open your Zoom desktop app and sign in.
  2. Click your profile picture and click "Settings."
  3. Select "Backgrounds & Effects."
  4. Add your image by clicking the plus icon and clicking "Add Image."
  5. Select your image.

annuity zoom background

7. 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:

  1. Discover the Power of Annuities This June
  2. Join Us in Exploring Annuities This June
  3. Take Control of Your Retirement
  4. Ready to Plan Your Retirement? Start with Annuities
  5. Annuity Awareness Month is Here

Updating your website is a fast and easy way to stay relevant and let your visitors know you offer annuity solutions. You could also share a post on Facebook about Annuity Awareness Month and pin it!

pinning a post on facebook business page

8. 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.

annuity social media infographics-min

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.

Bonus Tip: 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.

Effortlessly cross-sell with the Client Needs Assessment

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


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? Check out our free annuity training hub:

Unlock access to the annuity sales training hub

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