IRS 1040 tax forms and retirement
Your clients’ tax forms may provide an opportunity to discuss annuity and retirement plans. We’ve highlighted some of the best conversation starters.
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Innovative products for your clients’ financial goals
We create innovative, competitive, and practical products that are designed to fit the financial goals of your clients – and help you deliver them the value they expect from their financial professional. Here are just some of the types of products we offer.
Fixed Index Annuities
A fixed index annuity (FIA) can give your clients growth potential for their retirement savings but without the risks associated with a down market. And some FIAs are designed to give them guaranteed lifetime income.
Our fixed annuities can offer your clients locked-in growth opportunities with competitive fixed rates. We also offer a fixed annuity that offers your clients the opportunity for more money towards qualified long-term care (LTC) expenses.
Registered Index-Linked Annuities
A registered index-linked annuity is designed to help clients gain control by balancing upside potential while limiting exposure to losses.
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