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Sales Insights & Tools
Date: June 30, 2025
Clients have access to a lot of information these days — but not all of it is true. Here are ways to help dispel some common myths about fixed index annuities.
Sales Insights & Tools
Date: June 2, 2025
Inflation is on the rise, but traditional saving methods aren’t keeping up with returns. Consider fixed index annuities for clients who want protected growth with minimal losses.
Sales Insights & Tools
Date: June 2, 2025
Using a policy’s cash value to fund the purchase of an annuity can be a strategic financial move for your clients. Learn how this approach can help your clients and boost your practice.
Sales Insights & Tools
Date: May 1, 2025
Later this month, we're rolling out powerful new features to the Enhanced Choice Index Plus annuity. These enhancements are designed to give your clients even more choice and more guarantees.
Sales Insights & Tools
Date: May 1, 2025
Unlock the secrets to mastering client conversations with the Fixed Index Annuity Resource Toolkit. Dive in to elevate your sales strategy and drive impactful conversations that build trust and address client needs
Sales Insights & Tools
Date: April 1, 2025
Women are set to control up to $30 trillion by 2030. Financial advisors have a unique opportunity to tap into this market. Join us in empowering women to achieve financial independence and secure their futures.
Sales Insights & Tools
Date: April 1, 2025
Rising costs, market fluctuations and unexpected expenses are putting pressure on retirement savings. Gen X faces even greater financial uncertainty than Boomers. Now is the time to connect with them, understand their needs and position yourself as their trusted advisor.
Sales Insights & Tools
Date: April 1, 2025
If it’s been a while since you’ve done a client review, now may be the time. Discover how reviewing financial goals and considering an annuity refresh can help you maximize clients' account growth and secure their financial future.
Sales Insights & Tools
Date: March 1, 2025
Uncertainty in the market and political environment can leave clients hesitant to make financial decisions — but waiting could cost them. Show your clients what the cost of waiting could be and help guide them toward financial well-being.
Sales Insights & Tools
Date: March 1, 2025
Discover how the BofA Global MegaTrends Index empowers investors. Find out how it helps navigate market volatility with confidence and achieve superior returns.
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