Diversify Portfolios With Protection and Market-Linked Growth

June 30, 2025

In a market full of “what-ifs,” clients are looking for more predictability without missing the growth. Fixed index annuities, or FIAs, provide best of both worlds: downside protection with the potential for interest linked to market performance.

Check out our sales ideas to start the conversation today:

Learn how FIAs can complement traditional retirement portfolios by reducing downside risk while still participating in upside potential — all with tax-deferred growth. 

More About Sales Insights & Tools
Periods of market uncertainty can highlight the importance of protection and stability. Our “10 Reasons to Buy a Fixed Annuity” flyer helps highlight these benefits with your clients.
Maturing annuities and today’s rate environment make client reviews more important than ever. See how internal transfers can help align existing contracts with current retirement goals.
Offering beneficiary reviews can serve as a conversation starter that helps you deepen client relationships, uncover new needs, and position yourself as a proactive partner in their financial well‑being.
The new Annuity Q&A Playbook is your go‑to tool for FIA questions. This guide helps you have clear, client‑friendly answers that build trust and pave the way to stronger relationships.
Discover how partial index crediting locks in growth and can add valuable benefits for your clients. See an example of how this feature works and the flexibility it offers through life’s changes.
Members of our Annuities team were recently featured in several industry publications, sharing insights on legacy planning, interest rate changes and index product opportunities.

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