8 Marketing Ideas for Annuity Awareness Month

8 Marketing Ideas for Annuity Awareness Month
May 31, 2022

June is Annuity Awareness Month, making it the perfect time to bring attention to the benefits of annuities, especially for seniors.

We've gathered up 8 simple and easy marketing ideas to help you join the larger conversation going on about annuities.

If you feel like you need more annuity education before you feel comfortable marketing annuities to your clients and prospects, please schedule an annuity consultation with me!

Get started selling annuities

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.

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 that we can customize with your contact information and logo (available for active producers only).

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

These assets can be used any time, but they're especially great during the month of June!

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

5. Add a Timely Intro to Your Email Newsletter

If you currently send a weekly or monthly 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 4%+, safety of principal, and even options for lifetime income. Simply reply to this email if you're interested in learning more about annuities.

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 20 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."

It's a fast an easy way to stay relevant and let your website visitors you offer annuity solutions.

8. Browse the Free Resources 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 four customizable resources for use with consumers.

Be sure to check out these four resources, produced by the National Association for Fixed Annuities (NAFA):

  1. Defusing Your Top 4 Retirement Risks
  2. 6 Quick Tips to Save for Your Retirement
  3. A Foundation for a Solid Retirement
  4. Preparing for Your Journey toward Retirement

You can browse all of the available resources here.

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.

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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