[Free Resources] Show Clients Where FIAs can Fit into Their Retirement Plans

Just as clients exist on a risk spectrum, so too do retirement products. Show clients at a glance where fixed index annuities fit on the spectrum of risk – and where they fit into a comprehensive retirement plan – with this marketing set.  

To reach out to new clients, log into MyPortal and customize our “What is your risk tolerance?” adslick. 

To open the conversation in a client meeting, use the “What is your risk tolerance?” flyer. 

These pieces can be used together or independently to help your clients visualize where a fixed index annuity can fit into their retirement plans.