Annuity Buzz
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Sales Insights & Tools
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.
Producer Advisories
June 2, 2025
Clients often choose co-owned annuities to invest in together. Here’s how to ensure that your clients have signed all the documents to make for a smoother and easier experience.
Sales Insights & Tools
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
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
Economic Updates
May 1, 2025
The Q1 2025 Economic Update is here. See how the recent volatility in the stock market, changing monetary policy and new tariffs are shaping the economic landscape and what it means for investment strategies.
Sales Insights & Tools
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
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
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.
Producer Advisories
April 1, 2025
Let policyowners know their 2024 IRA contribution forms are on their way. Find out when they should expect them and where to go if they have more questions.
Sales Insights & Tools
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.