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Sales Insights & Tools
May 7, 2026
See how a Roth IRA can be used to fund a FIA which supports tax free benefits, protection and legacy planning. Learn key considerations, including the five-year rule and spousal benefits.
Sales Insights & Tools
March 30, 2026
Renewals from record annuity sales in 2023 are approaching quickly, often at lower fixed rates. Explore how to identify affected clients and lead timely renewal conversations with confidence.
Sales Insights & Tools
March 30, 2026
Periods of market uncertainty can highlight the importance of protection and stability. Our “10 Reasons to Buy a Fixed Annuity” flyer helps highlight these benefits with your clients.
Sales Insights & Tools
March 30, 2026
Maturing annuities and today’s rate environment make client reviews more important than ever. See how internal transfers can help align existing contracts with current retirement goals.
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.
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.