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Sales ideas

Concepts, guides, and client-ready pieces from Alpha Solutions and our carrier partners.

Featured idea

The Split Annuity

A single deposit split between an immediate income contract and a deferred contract, so income starts now while the balance accumulates at the contract’s declared rate. The current Product Spotlight, for financial professional use.

Download the piece (PDF)

Alpha Solutions

2026 Quick Tax GuidePDF
2026 IRA RMD FlowchartPDF
2026 Social Security & Medicare GuidePDF

Athene

Sales Ideas & Tool Kits

Corebridge Financial

All Resources | Retire Stronger
Inherited IRA GuidePDF
Non-Qualified Stretch GuidePDF

Integrity Life

Is your Client’s House in OrderPDF
Annuities in TrustsPDF
Retirement Income MattersPDF
The Benefit of Tax DiversificationPDF
Life-to-Annuity 1035 ExchangePDF
Qualified Wealth TransfersPDF
Non-Qualified Death Benefit Stretch OptionsPDF
Rollover OpportunitiesPDF
Retirement Planning GuidePDF

Lincoln Financial

Actions for Uncertain TimesPDF
Ask the Right Questions and ListenPDF
Remote Doesn’t Need to Mean DisconnectedPDF
Helping Clients Remain OptimisticPDF
Helping Clients Cope with VolatilityPDF
How to Maintain Client ConnectionsPDF
Weathering the StormPDF
Spark the ConversationPDF

Securian Financial

Advanced Annuity Concepts

Standard

Sales Ideas Toolkit
Conversation PlaybookPDF

Securian

Secure Act & Inherited IRAsPDF
Non-Qualified StretchesPDF

North American

20 Reasons to Reach Out to ClientsPDF
Social Security FAQPDF
Social Secuity GuidePDF
Powerful Ways to Increase Leads through your Website
How to Create and Share Videos to Set Your Business Apart
How to Increase Your Visibility Through Google Maps and Google My Business
Benefits of a Fixed Index AnnuityPDF
Potential Benefits of Using a Volatility-Control IndexPDF
Client Needs WorksheetPDF
Fact Finder WorksheetPDF

OneAmerica

Reimbursement vs. Indemnity LTC PlansPDF
Qualified Funds for LTCPDF
Your Clients Aren’t AveragePDF
Use Income Instead of AssetsPDF
Use IRA Dollars to Fund Asset CarePDF
Sales Ideas – Good Questions, Better ResultsPDF
Asset Care Outshines UL Asset-Based LTCPDF
Joint Policy vs. Individual Policies, Recurring PremiumPDF
Joint Policy vs. Individual Policies, Single PremiumPDF
You Get What You Pay ForPDF
New Life for Old AssetsPDF
Tax Deferred to Tax-Free LTCPDF
Efficient Funding of Long Term CarePDF
Is Your Client’s Annuity Where it Needs to Be?PDF
An Opportunity for Inherited Qualified FundsPDF