June is Annuity Awareness Month. Annuities can play an important role in your clients’ portfolios with full or partial protection from loss, tax-deferred growth and lifetime income. As a financial professional, you regularly encounter people who may benefit from adding an annuity to their portfolio. Share our “Different types of annuities explained” insight with your clients to learn more about each type of annuity and which one may be a good fit for their portfolio. Can sequence of returns make or break a portfolio? Share our “How sequence of returns can make or break a portfolio” insight with your clients to learn more about the impact of positive and negative returns. We are excited to share the first in a series of success stories from MassMutual Strategic Distributors, beginning with a concerned business owner who replaced their Indexed Universal Life Insurance (IUL) policy with a MassMutual 10 Pay Whole Life Insurance solution. View our flyer and motion graphic to learn more about the client’s journey in seeking the right solution with whole life.
