What They Don’t Tell You About Annuity Bonuses!
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What They Don’t Tell You About Annuity Bonuses!
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In this powerful episode of 7 Figure Annuity Sales, host Caleb North pulls back the curtain on the often-misunderstood world of annuity bonuses. While bonus features can look enticing on paper, Caleb highlights the hidden pitfalls that many agents overlook—costly strings, limited use cases, and client outcomes that fall short of expectations.
➡️ What you’ll learn in this episode:
- The real mechanics behind annuity bonuses and how carriers apply them
- 3 key scenarios when a bonus actually benefits your client (and why they’re rare)
- How to calculate the true cost of a bonus, factoring in surrender charges, crediting rates, and policy terms
- Common sales myths around bonus-driven annuities—and how to avoid falling for them
- Tactical advice on when & how to position bonus features as a genuine value-add
Whether you’re a seasoned annuity advisor or just getting started in the financial planning space, this episode gives you a clear-headed, no-nonsense approach to assessing bonus-driven products. Caleb’s insights can help you protect your clients’ interests—and your credibility as their trusted advisor.