Index Annuities are designed to provide a guarantee they cannot lose any  premium while providing upside potential interest rates which are better than other annuities, CD’s or a Money Market.

  • Buy Low, Sell High: Easier Said than Done – Individuals always say they know how to buy and sell in the market. However the reality is most buy high and sell low. Why? FEAR. This form can be co-branded and printed out with your agency information.
  • Mind the Gap – Retirement income security worksheet to print out and use with your client.
  • Going broke safely? – Protect your clients from a potentially flawed strategy.
  • Hate to miss out on a stock market comeback? – Are you prepared to reap the benefits of a market increase with the protection from any decrease? Find out how in this brochure. This form can be co-branded and printed out with your agency information.
  • The Power of Zero – Show your clients how the Power of Zero protects them from devastating losses due to market downturns.
  • The Rule of 72 – Show your clients how many years it takes to double their money.
  • Should I stay or should I go? – Help calm client fears by showing clients how indexed annuities provide principal protection while maintaining the potential for additional interest credit.
  • What Goes Up Doesn’t Have to Come Down – Show clients how fixed index annuities could help them stay protected.