Find our top sales ideas for producers and consumers on fixed and index annuities, tax deferral, virtual selling, and building your customer base.
New Sales Flyers
- Will Your Clients Miss Out if Rates Decline? (For Producers Only)
- 50/30/20 Is the New 60/40 (For Producers Only)
Top 5 Sales Ideas
- What is the Cost of Waiting?
- Ten Reasons to Buy a Fixed Annuity
- Losing Money With Taxable Investments?
- Prepare for Health Care Costs in Retirement
- The Importance of a Beneficiary Review (For Producers Only)
Virtual Selling
- 6 Tips to Up Your Game in Virtual Meetings
- Cell Phone Video Tips (For Producers Only)
- Build Your Digital Relationships (For Producers Only)
- Get Contracts Quickly With DocuSign (For Producers Only)
Tax Deferral
- The Power of Tax Deferral
- Losing Money With Taxable Investments?
- What Is the Cost of Waiting?
- Branching Out to Annuities
- Help Control How Beneficiaries Are Paid (For Producers Only)
Accumulation and Diversification
- The Accumulation Opportunity
- When Are Annuities the Right Fit?
- Case Study: Diversify With a Fixed Index Annuity
- Help Clients Diversify Their Portfolio With Fixed Index Annuities (For Producers Only)
- Combine Growth and Safety (For Producers Only)
- Make Money Work for Your Clients (For Producers Only)
- Make Your Money Work for You
Building Your Customer Base
- Annuities for Foreign Nationals
- Connecting With Generation X For Producers Only)
- Go Old School to Stand Out in the Digital World (For Producers Only)
- Building Your Business. Steps to Success (For Producers Only)
- How to Get Clients to Open Up (For Producers Only)
Annuity Marketing Toolkits
We've grouped resources to provide information and marketing materials by subject.