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Client education
Hand your clients something they can actually read: plain-English pieces on how annuities work, index crediting, and retirement risk.
Client-ready pieces
- Helping Consumers Understand FIAsPDF
- Understanding Today’s Index AnnuityPDF
- Risk Tolerance PyramidPDF
- Power Through Retirement RisksPDF
- Understanding Market Value AdjustmentPDF
- Sequence of ReturnsPDF
- Periodic Chart of IndicesPDF
- Volatility Control + Annual ResetPDF
- FIA Crediting Methods and Index OptionsPDF
- 3-Step StrategyPDF
- Retirement Plans brochurePDF
- How Asset-Based Long Term Care WorksPDF
- A Well-Balanced Retirement StrategyPDF
- Age MattersPDF
- Is Social Security Fair?PDF
- ABCs of IndicesPDF
- How to Make an IndexPDF
- 7 Reasons to Consider Annuities NowPDF
- Annuities in Retirement PlanningPDF
- Index Crediting Methods – Cap StrategyPDF
- Index Crediting Methods – Par StrategyPDF
- Index-Linked AnnuitiesPDF
- Anatomy of a Fixed Indexed AnnuityPDF
- 9 Answers Every Investor Needs to Know About AnnuitiesPDF
- Fixed Annuity UmbrellaPDF
- The Fixed Annuity AdvantagePDF
- Frequently Used LTC TermsPDF
- Taxable Equivalent ChartPDF
- Benefits of Tax DiversificationPDF
- Navigating the Choice of Fixed Indexed AnnuitiesPDF