Have You Explored the FIA Resource Toolkit?

May 1, 2025

We built the Fixed Index Annuity Resource Toolkit as your one-stop hub for all you need to excel in every client conversation. Here you’ll find the sales tools you need, so you can focus on your clients.

Make Complex Concepts Simple

The toolkit breaks down key features so you can explain FIAs in plain language. It covers how FIAs capture market gains while protecting principal and clarifies terms like Guaranteed Minimum Accumulation Benefit and point-to-point crediting. By translating technical details into clear benefits, you can emphasize tax-deferred growth, managed volatility and powerful compounding effects.

Save Time and Boost Your Confidence

Designed for busy producers, this resource gathers all vital information in one place. Explore our curated sales idea flyers on accumulation, tax deferral, virtual selling and building your customer base to strengthen your sales strategy and confidence.

Drive Meaningful Client Conversations

Whether you’re introducing FIAs to new prospects or deepening existing relationships, the toolkit gives you the tools to engage effectively. It equips you to clearly show the value of FIAs and address evolving client needs.

Fixed Index Annuity Resource Toolkit

More About Sales Insights & Tools
Offering beneficiary reviews can serve as a conversation starter that helps you deepen client relationships, uncover new needs, and position yourself as a proactive partner in their financial well‑being.
The new Annuity Q&A Playbook is your go‑to tool for FIA questions. This guide helps you have clear, client‑friendly answers that build trust and pave the way to stronger relationships.
Discover how partial index crediting locks in growth and can add valuable benefits for your clients. See an example of how this feature works and the flexibility it offers through life’s changes.
Members of our Annuities team were recently featured in several industry publications, sharing insights on legacy planning, interest rate changes and index product opportunities.
For clients seeking more than fixed rate annuities, consider positioning the ECI Plus FIA as an alternative. This is designed to support retirement savings through guaranteed crediting features even in varying market conditions.
In today’s uncertain market, many clients are looking to protect their savings and grow their funds — ECI Plus delivers both. The innovative Trigger Rate Plus crediting strategy delivers guaranteed earnings no matter what.

Related Products or Services

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.