Only Annuity Guys® like us would sit around the office and discuss topics like this… Annuities and Christmas – what do they have in common? Are there any good annuity Christmas Carols? You have probably never heard some of the songs we think up in our office like “All I want for Christmas is my two fun annui-ties”, “Hark the Herald Angels Bring – Income for Life”. Ha-ha all in fun folks!
Watch Dick and Eric’s short video and enjoy a little holiday humor as they express their appreciation and thankfulness to each of you.
**Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values. During this segment, Dick and Eric are referring to Fixed Annuities unless otherwise specified.
Annuity Guys® Video Transcript:
Eric: Today we’re looking at what does Christmas and annuities have in common?
Dick: Do you expect me to answer that, Eric?
Eric: No, I expect you to tell me. I expect you to know the answer.
Dick: Well, it’s not Santa Claus, but I would say its **guarantees.
Eric: Okay, it’s not getting clean the chimney sweep.
Dick: No, I think that the thing that they would really have in common is that we know that every year what’s going to happen, Christmas.
Eric: Christmas, and it’s going to start coming, about 30 days beforehand.
Dick: And if we have annuities, what’s going to happen every year?
Eric: You’re going to know the check will be there in 30 days.
Dick: The check’s going to be in the mail. Yeah, folks we just want to say thank you, to those of you that follow our videos, and maybe you’re just watching us for the first time, but Eric and I enjoy this. We have a lot of fun and we just want to take this time to appreciate you and those that follow us.
Eric: Yeah, we really do enjoy your comments when we have a chance to have a discussion with you. It’s nice to hear that what we’re doing truly is maybe, our gift to you, in this Christmas season and how we’re able to kind of impart our knowledge, in what we learn about annuities, and try to give it to you in layman’s terms, so that you truly do understand kind of how these things work.
Dick: Well, it makes a big difference with our clients also, when we work with clients over the years and we go through ups and downs of the economy and we see clients that have very stable portfolios and situations they’re very happy with. It just gives us something to really be appreciative for when we have those meetings.
Eric: Yeah. I’ll tell you what. There’s nothing more joyful in my life than when I get a client that calls me up and says, “Hey, I just got my anniversary notice…”
Dick: And I got an increase.
Eric: “… and they’re sending me more money than they did last year. Is something wrong?” And I can say: “No, that’s how it was designed.”
Dick: Right, that’s what we talked about.
Eric: Those are the things that we truly enjoy and the things the client experiences that make this job really, truly part of what we enjoy doing on a daily basis.
Dick: Right, so we just wish you and your family a merry Christmas and don’t hesitate to call us, if we can help you with anything or just give you some advice, and obviously we’ll help you with a referral, if you want to meet with somebody face to face in your area, so you have a Merry Christmas. Eric, you want to add to that?
Eric: Nope. Just happy holidays and hopefully we’ll see you next year.
Dick: Thank you.
