Client-friendly social media resources
Welcome to our client-friendly social media resource hub! Here, you’ll find various social media posts to help you share valuable fixed index annuity education content with your clients and network. Help start the next conversation with your clients by sharing these posts on your social media profile.
Instructions
Choose your topic: Browse through our posts to find the type of content that best suits your clients’ needs and goals.
Share: Select either the LinkedIn or Facebook logo under the post you would like to share. Once clicked, you will be sent to your social media account and a ‘new post’ window will appear. Paste the content that has been automatically copied to your clipboard and click ‘post’ to instantly share with your followers. Make sure you allow for pop-up windows for this site.
Download: Preview, download, and save all of the materials below to share with your clients during meetings.
Income Expedition brochure
Help your clients prepare for life after reaching the summit of retirement. The Income Expedition brochure guides them through common risks like market volatility and longevity, while offering strategies to help preserve income and build confidence in their financial future.
Retirement should be about enjoying life, not worrying if your money will last. Learn how lifetime income can help address the most common risks many face in retirement.
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Sequence of Returns flyer
Show your clients how the timing of market returns can impact their retirement savings. The Sequence of Returns flyer illustrates how starting withdrawals just a few years apart can make a dramatic difference and highlights the role fixed index annuities (FIAs) can play in helping provide steady income regardless of timing.
Retirement income isn’t just about average returns; it’s about when they happen. See how the timing of when you start withdrawals can affect savings and how strategies, such as fixed index annuities (FIAs), may help provide you with more reliable income in retirement.
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Client rollover guide
The Client Rollover guide helps you educate your clients on their options when changing jobs or leaving an employer, such as common rollover choices, key considerations, and a simple three-step process to help them move retirement savings with confidence.
When you change jobs, your retirement savings shouldn’t get left behind. Learn about your rollover options, important considerations during this time, and the simple three-step process to help move your retirement savings with confidence.
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Balanced Accum risk flyer
Help your clients evaluate their comfort with market risk as they approach retirement. This flyer is an easy way to determine how your client’s assets are split between investments that are exposed and not exposed to market risk, helping you build a portfolio that aligns their goals and risk tolerance.
As retirement nears, balancing growth and protection is key. See how your goals, appetite for risk, and current investments align.
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Strength and Stability flyer
Show your clients the strength behind North American. The Strength & Stability flyer highlights more than 137 years of history, consistent financial performance, and strong industry ratings from major agencies, giving your clients more confidence in the company backing their fixed index annuities (FIAs).
With more than 137 years of experience, North American has built a tradition of strength and stability. Discover how our financial track record, high industry ratings, and commitment to long-term performance helps us fulfill our promises to policy holders.
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NAC Empowered Tune Up Flyer
One of our most popular flyers! The Empowered Financial Tune-Up flyer prompts consumers to check in with you, their financial professional, upon hitting any of these 20 financial milestones that may affect retirement or legacy planning. Use this as a conversation starter to help clients stay on track through both expected milestones and unexpected changes.
Life is full of milestones, both planned and unexpected. These 20 life milestones are great opportunities to check in with your financial professional to ensure your retirement and legacy plans are on track.
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Financial Home Makeover
Just as a traditional home requires regular maintenance and updates, your client’s financial “home” deserves the same attention. By following this step‑by‑step guide, your clients can organize, protect, and strengthen their financial futures with clarity and confidence.
Just like your house needs regular care, your finances need attention too. The Financial Home Makeover online tool helps you assess, renovate, and strengthen your financial plan. With this step‑by‑step guide, you can organize, protect, and strengthen your future. Start today at NACFinancialMakeover.com or reach out with questions.
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Simplify Social Security conversations
Use these Social Security resources to help offer easy-to-understand guidance during your client conversations.
Social Security can feel complicated, but it doesn’t have to be.
I’m sharing two simple resources to help you understand your options:
✅ Common Social Security Questions Answered - a quick FAQ to help outline the basics
✅ Social Security and Your Retirement Journey – a helpful guide to make confident decisions
These tools are a great starting point if you’re planning or nearing retirement. Let’s connect if you’d like to go over them together—I’m here to help!
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Simplify Social Security conversations
Use these Social Security resources to help offer easy-to-understand guidance during your client conversations.
Social Security provides a dependable stream of income, but is it enough to support your full retirement lifestyle? Start your planning with these two helpful guides:
✅ Common Social Security Questions Answered - a quick FAQ to help outline the basics
✅ Social Security and Your Retirement Journey – a helpful guide to make confident decisions
Social Security is just one piece of the puzzle. Let’s connect to talk about the whole picture, including how to create other guaranteed income sources to help support the lifestyle you want in retirement.
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Balanced Accumulation Video
Discover how FIAs can play a role in your client’s portfolio, providing balance with the potential for growth.
Finding the right mix of growth potential and protection for your retirement assets can be a challenging balancing act. Check out this video to learn how FIAs can play a role in your portfolio, providing balance with the potential for growth.
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Risk Assessment Calculator
This digital risk assessment questionnaire and calculator can help your clients determine if they are striking the right balance in their retirement planning.
Are you striking the right balance in your financial portfolio? Check out this digital risk assessment questionnaire and calculator to help determine if you’re striking the right balance in your retirement planning.
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Market Volatility Slider
With the market volatility slider, you can show your clients how fixed index annuities (FIAs) offer upside potential with downside protection from market loss.
Looking to smooth out the volatility of ups and downs in your retirement savings? With this market volatility slider, you can see how fixed index annuities (FIAs) offer upside potential with downside protection from market losses. Reach out to me today to discuss how a fixed index annuity could be a key part of your retirement portfolio.
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FIAs myth debunked
Educate your clients about common myths about fixed index annuities and how they could play an important role in their retirement planning.
DEBUNKED! Have you heard these myths about fixed index annuities? They could play an important role in your retirement strategy.
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Balanced Accumulation Video
Discover how FIAs can play a role in your client’s portfolio, providing balance with the potential for growth.
Encontrar la combinación correcta de potencial de crecimiento y protección para sus activos de jubilación puede ser un acto de equilibrio desafiante. Conozca cómo las anualidades de índice fijo (fixed index annuities, FIA) pueden desempeñar un papel en su cartera, proporcionando equilibrio con el potencial de crecimiento.
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Balanced Accumulation Brochure
Discover how FIAs can play a role in your client’s portfolio, providing balance with the potential for growth.
Encontrar la combinación correcta de potencial de crecimiento y protección para sus activos de jubilación puede ser un acto de equilibrio desafiante. Conozca cómo las anualidades de índice fijo (fixed index annuities, FIA) pueden desempeñar un papel en su cartera, proporcionando equilibrio con el potencial de crecimiento.
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Benefits of an FIA flyer
Share how FIAs can safeguard your clients’ retirement savings against market downturns while offering the growth opportunities they need.
Descubra los beneficios de las anualidades de índice fijo (fixed index annuities, FIA) para su planificación de jubilación. Los beneficios clave podrían incluir:
✅ Ingresos de por vida
✅ Protección de primas
✅ Potencial de crecimiento
✅ Diferimiento de impuestos
✅ Opciones de liquidez
✅ Protección heredada
Ayude a asegurar su jubilación hoy mismo con las FIA de North American.
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Why “North American” consumer friendly brochure
Share the North American story with your Spanish-speaking clients.
Una anualidad de North American es una promesa simple: A cambio de su prima y tiempo, ofrecemos potencial de crecimiento y la opción de ingresos garantizados. Aprenda a mantenerse preparado para lo inesperado, dejar un legado duradero o asegurar ingresos de por vida.
