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Sales Insights & Tools
September 30, 2024
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
Sales Insights & Tools
September 30, 2024
Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Sales Insights & Tools
September 3, 2024
Concerned about potential declines in long-term yields and participation rates for fixed indexed annuities? Take advantage of the current higher rates offered by the Enhanced Choice Index Plus Series to save your clients thousands before rates drop.
Sales Insights & Tools
September 3, 2024
Now might be a great time to consider a fixed index annuity before interest rates drop. The Index Select Annuity 7 offers a 65% participation rate in the S&P 500® Index gains without any downside risk, plus a 5.00% fixed interest crediting option.
Sales Insights & Tools
July 29, 2024
Join us in celebrating the one-year anniversary of the Enhanced Choice Index Plus! Its many options make it a powerful tool to protect and grow clients’ assets.
Sales Insights & Tools
July 29, 2024
Knock your next sales meeting out of the park using “Score Big With Legacy Max.” Find out more about what it is, how to use it and where to find it.
Sales Insights & Tools
July 1, 2024
We offer simple and straightforward annuities that benefit your clients and their families. Check out some of our flexible family benefits.
Sales Insights & Tools
April 2, 2024
As the world becomes more interconnected, so does the need for coverage. Find out how you can offer annuities to foreign nationals working for a company in the United States.
Sales Insights & Tools
March 5, 2024
Your clients with CDs are receiving their 1099 forms soon. So, it’s an ideal time of year to talk about the tax advantages of fixed annuities. Share our flyer to show clients what they’d have to earn in a taxable investment to match the earnings of a fixed annuity.
Sales Insights & Tools
March 5, 2024
Have two members in the same household submitting applications at the same time? They may qualify to be combined for a high-band rate. Find out how it works!