MYGA Cross-Marketing Letter for Medicare Clients

Selling annuities can offer numerous advantages in today's insurance industry, allowing insurance professionals to fulfill their clients' financial security and peace of mind objectives. While you may already provide a range of insurance products, exploring the sale of annuities can be highly beneficial.

View sample prospecting letter below:

Dear [Client's Name],

I hope this letter finds you well! I am reaching out because I wanted to share an opportunity to further secure your financial future. As a valued Medicare client, I know you prioritize peace of mind when it comes to healthcare and retirement planning. Given the current market landscape, many clients are exploring options like the Multi-Year Guaranteed Annuity (MYGA) as a smart way to add stability to their retirement portfolio.

Why Consider a MYGA?
A MYGA provides a guaranteed interest rate for a fixed term—often ranging from three to ten years—without the uncertainty of market fluctuations. This type of annuity can be an ideal way to grow savings with a predictable, tax-deferred interest rate, making it a stable addition to your retirement planning.

Benefits of a MYGA for Medicare Clients:

• Guaranteed Growth: Lock in a fixed interest rate for the full term.
• Tax-Deferred: Earnings grow without immediate tax impact.
• Flexible Terms: Choose a term that aligns with your retirement goals.

Since you’re already focusing on secure health coverage through Medicare, a MYGA might be the perfect complement to enhance your financial well-being without added risk.

If you’d like to learn more about MYGA options and how they could benefit your overall financial plan, please feel free to reach out at [Your Phone Number] or by replying to this letter. I’m here to answer any questions and help you explore all your options.

Thank you for trusting me with your Medicare needs, and I look forward to discussing how we can further support your financial future.

Warm regards,

[Your Name]
[Your Title]
[Insurance Agency Name]
[Contact Information]

Resources:

• Explore our complete multi-year guarantee annuity rate table here
• Pdf sample of prospecting letter
• Annuities 101 Guide