Even as the summer sunshine fades, one strategy keeps its glow: Showing clients the value of an income annuity.
And this month, I heard from an advisor who scored a big client win with the help of Stonewood’s Annuity Alpha report.
I’m not one to gatekeep success, so here’s the scoop:
Leveraging a New Kind of Annuity Story
The power of Stonewood’s Annuity Alpha software is that it flips the annuity conversation on its head.
When meeting with clients, we’re often battling the belief that annuities just aren’t a good deal. Clients are interested in annuity income guarantees, but are often thinking: At what cost? That’s where Annuity Alpha comes in. This software analyzes the growth needed in your client’s brokerage account to match the annuity income guarantees.
And it’s powerful. A few weeks ago, an advisor called me to share an interesting story.
This advisor met with a prospect whose money was being managed by a Ken Fisher advisor. And as you likely know, Ken Fisher and team HATE annuities.
The Fisher advisor was projecting a 4%-5% income from this prospect’s portfolio as a systematic withdrawal. And the prospect felt pretty good about that.
The new advisor knew an annuity would bring great value to this prospect’s retirement portfolio. But he had to battle this idea that annuities were expensive and unnecessary.
So he leveraged Annuity Alpha.
The report showed that the annuity he was presenting to the prospect could guarantee an income on his investment that would require an over 8% return every year from the brokerage account, just to match the cash flow that the annuity provides with no risk.
The prospect was stunned.
That single conversation led to $1.5 million moved into an annuity with a long-term care doubler. The advisor delivered meaningful retirement security for his client (and earned a six-figure commission to boot).
The best part? The client told the advisor, “I went back to my old advisor and told him I thought 5% was impressive, but it’s not. This report showed me I could take less risk and get more income for my money.”
Talk about a win!
Your Fast Track to Becoming the Next Success Story
We would love for you to be our next Annuity Alpha success story. Don’t wait to see the impact for yourself.
Book a demo of Annuity Alpha and let it do the heavy lifting in your client conversations. You’ll see why advisors have started calling this report the “Ken Fisher killer.”
Your next win starts today. Book your demo with Annuity Alpha
About the Author
Tyler Randall is the National Sales Director at Stonewood Financial. He works with financial advisors across the United States helping them position annuities strategically in retirement plans. Over the past 15 years, he's coached advisors who have written over $400M in annuity premium. His approach focuses on consultative selling, data-driven positioning, and building client confidence through transparency. Tyler is a frequent speaker at industry conferences and webinars.
