Intro
Annuity objections are usually liquidity (“locked up”), family review, market comparison, fee fear, and “need to think.” Use acknowledge → strategy → action. Disclose surrender charges plainly; start the application only when suitable.
Industry landing: Annuities AI sales assistant
1. “I don’t want my money locked up.”
Acknowledge: “Liquidity matters — let’s look at access honestly.”
Strategy: Surrender schedule + any free-withdrawal features, plainly.
Action: If still suitable, start the application; if not, say so.
2. “I need to talk to my spouse / kids.”
Acknowledge: “Retirement money should feel right for the family.”
Strategy: Concrete details beat vague callbacks.
Action: Finish suitability notes; start app when appropriate so both can review.
3. “I can do better in the market.”
Acknowledge: “Markets can grow — this product has a different job.”
Strategy: Purpose fit, not return promises.
Action: Clarify goal; continue only if the annuity still fits.
4. “Annuities are full of fees / traps.”
Acknowledge: “You deserve a clear fee picture.”
Strategy: Itemize material fees and surrender terms.
Action: Disclose fully; proceed only if they still want to.
5. “I need to think about it.”
Acknowledge: “No pressure — what’s the part you want to sit with?”
Strategy: Isolate liquidity, fees, spouse, or trust.
Action: Handle that issue; start the application the same call if suitable and ready.
Practice on live calls
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Related
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