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Sales Insights & Tools
February 2, 2026
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.
Economic Updates
February 2, 2026
This quarter’s economic update highlights the biggest forces shaping markets, from the post-shutdown rebound to AI-driven global growth. It also breaks down key U.S. and international trends, sector signals, and what they mean for positioning in 2026.
Sales Insights & Tools
January 6, 2026
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.
Sales Insights & Tools
December 3, 2025
Streamline your annuity business with everything you need — all in one place. Access rates, forms, illustrations and sales tools online, most without a login.
Sales Insights & Tools
December 3, 2025
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.
Sales Insights & Tools
October 27, 2025
Members of our Annuities team were recently featured in several industry publications, sharing insights on legacy planning, interest rate changes and index product opportunities.
Sales Insights & Tools
October 1, 2025
FIA conversations don’t have to be complicated. The FIA Resource Toolkit gives you simple explanations and key talking points to guide your clients with confidence.
Sales Insights & Tools
September 3, 2025
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.
Sales Insights & Tools
September 3, 2025
Uncapped growth potential, index-linked crediting and timely strategies. See how locking in an S&P 500 Par Rate strategy may help clients capture gains and take advantage of current rate conditions.
Sales Insights & Tools
July 30, 2025
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.