Sales Tools

Let’s Win Sales Together

Looking for tools and resources to help you win annuity sales? You’ve come to the right place.

New Business

Start the sales process with illustration software and contract forms. If you’re new to selling annuities with us, our sales team is ready to help you get started. 

Fill out an online form to create an illustration of an immediate, deferred or fixed annuity. 

Resources
Use these tools and resources to get familiar with our products and sell with confidence.
  • Producer Portal Guide

    Learn how to access the online portal for policy information, reporting and more.
  • Video Library

    Watch videos to learn more about our products and resources.
  • Marketing Toolkits

    Download materials to help guide your client conversations and explain product details.
  • Numerical Examples

    Enter specific interest rates into a customizable flyer to show a client how an annuity could grow.
  • Calculator Tools

    Enter a starting amount of premium and see how an annuity could grow over the years.
  • Plan Type Availability

    View a list of retirement plan types available for annuities.
  • Commission Calendar

    See when you can expect your commission checks.

Compliance and Suitability

To sell annuities, producers must comply with National Association of Insurance Commissioners standards and complete state-required training. Here are some resources to help.

NAIC Suitability by State

View the training requirements in each state. You’ll find dates for both newly and currently licensed producers. 

Foreign National Guidelines

Is your client a foreign national working for a U.S. company? Here’s what you and your client need to know.

Want Help Selling Annuities?
Count on our sales professionals to give you the support you need to be successful.