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In today’s environment, advisors are having more conversations than ever around “safe money” planning. Between volatile markets, shifting rate expectations, and clients holding record levels of cash, the demand for clear, simple guidance has never been higher. And while Multi-Year Guaranteed Annuities (MYGAs) continue to gain momentum, many insurance advisors still struggle with how to position them effectively and confidently.
 
That’s exactly why we created this MYGA Playbook.
 
This one-page guide distills the core talking points, discovery questions, sales ideas, common objections, and compliance reminders into an easy reference you can use during client reviews, annual planning sessions, or rollover discussions. We also take you through simple sales techniques you can employ with clients using just a pen and paper. Whether you’re new to annuities or you’ve been writing MYGAs for years, the goal is the same: help you have better conversations, set clearer expectations, and ultimately serve your clients more effectively.
 
MYGAs aren’t for everyone—but when they fit, they solve real problems for real people. They provide guaranteed growth, insulation from market volatility, and a level of predictability that many retirees and pre-retirees are craving right now. Used appropriately, they can strengthen a client’s overall strategy and create meaningful opportunities for advisors to deliver value.
 
Feel free to download the Playbook, keep it open in client meetings, or share it with your team. If you ever want help applying these ideas to an actual case—or want deeper training for your agency—I’m always here to support you.
 
-Matt Gozdecki, President of Annuity Sales, BackNine

Click here to download BackNine’s MYGA Playbook
 
Download BackNine’s top MYGA rates - Week of 11/24/2025, National Markets
 
Download BackNine’s top MYGA rates - Week of 11/24/2025, CA Only