Go Further With the FIA Resource Toolkit

January 7, 2025

The Fixed Index Annuities Resource Toolkit is your go-to guide for everything FIA. Whether you’re explaining the features, highlighting client benefits or gearing up for your next client conversation, this toolkit has you covered. 

Here’s what you’ll find:

  • Simplified explanations to break down common features
  • Key selling points that resonate with clients
  • Sales and marketing resources to help you start selling 

Don't wait — dive into the toolkit now and enhance your sales strategy! Explore the FIA Resource Toolkit now.

More About Sales Insights & Tools
Understanding whether annuities are insured requires a detailed examination. It’s crucial to explore the nature of annuities, the protections they provide and the significance of the financial stability of insurance companies.
Unlock new sales opportunities and strengthen client relationships with our comprehensive guide to offering beneficiary reviews. Learn how to align beneficiary designations with clients' wishes and address their changing financial priorities, all while establishing yourself as a trusted advisor.
The Legacy Max enhanced death benefit rider offers guaranteed and performance-based growth with no downside risk, so your clients can leave a lasting legacy.
Maximize your earnings with our Internal Transfer Program, offering full commissions on most internal annuity transfers for clients aged 85 and younger. Use our annuity portal to review policies, avoid transfer hassles and earn full first-year commissions while increasing client satisfaction.
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Concerned about potential declines in long-term yields and participation rates for fixed indexed annuities? Take advantage of the current higher rates offered by the Enhanced Choice Index Plus Series to save your clients thousands before rates drop.
Now might be a great time to consider a fixed index annuity before interest rates drop. The Index Select Annuity 7 offers a 65% participation rate in the S&P 500® Index gains without any downside risk, plus a 5.00% fixed interest crediting option.

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