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What is a Fixed Index Annuity (FIA)?
Educate your clients on how FIAs work, highlighting growth potential, protection, and lifetime income.
- Anuity 101
- Annuity basics
- English
- Video
Curious how a fixed index annuity (FIA) works?
Watch this short video for a simple breakdown of how an FIA can help support your long-term financial strategy, including:
✅ Growth potential tied to market performance
✅ Protection from market downturns
✅ Options for guaranteed lifetime income
Reach out to me today to discuss how an FIA could be a key part of your retirement portfolio.
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Understanding Social Security
Help your clients understand how Social Security works, highlighting how benefits are calculated, why timing matters, and how combining Social Security with other income sources can help create a more stable retirement plan.
- Anuity 101
- Retirement Planning
- English
- Video
Curious how Social Security fits into your retirement strategy?
Watch this short video for a simple breakdown of what Social Security is, how your benefits are calculated, and why it should be viewed as just one piece of your overall retirement plan.
Have questions about maximizing your benefits? Reach out to me today!
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What is a Partial Roth Conversion?
Inform your clients about how partial Roth conversions work, highlighting tax-smart planning, added flexibility, and stronger long-term retirement strategies.
- Anuity 101
- English
- Video
Curious how a partial Roth conversion could strengthen your retirement strategy?
Watch this short video for a simple overview of a partial Roth conversion and how it works. You’ll see how it lets you move part of your pre-tax retirement savings, such as a 401(k) or traditional IRA, into a Roth IRA, which may offer more flexibility and tax advantages in retirement.
Have questions about whether this strategy is right for your retirement plan? Reach out to me today!
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What is a Required Minimum Distribution (RMD)?
Educate your clients about how RMDs work, highlighting mandatory withdrawals, potential tax impacts, and strategies to stay aligned with their long-term retirement plan.
- Anuity 101
- English
- Video
Curious what a Required Minimum Distribution (RMD) is, and why it matters for your retirement?
Watch this short video for a simple breakdown of when RMDs start, how they’re determined, and why the IRS requires you to take money out of accounts like a 401(k) or traditional IRA. You’ll also learn how planning ahead can help you avoid penalties and stay on track.
Want to make sure you're on track with your RMDs? Contact me today!
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Navigating market volatility
Guide your clients in understanding market volatility, highlighting strategies for managing risk, staying confident during uncertainty, and exploring solutions that offer protection from losses.
- Anuity 101
- English
- Video
Worried about how market ups and downs could impact your retirement?
Watch this short video for a simple, easy-to-understand look at market volatility, why it matters, and how it can affect your savings, and how a fixed index annuity (FIA) may offer upside potential while protecting your initial premium when the market drops.
Reach out to me today to discuss whether an FIA could be the right solution for you.
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Income Expedition brochure
Help your clients prepare for life after reaching the summit of retirement.
- Conversation starters
- Retirement planning
- English
- Brochure
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.
- Conversation starters
- Retirement planning
- English
- Flyer
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
Help your clients understand their rollover options and next steps when changing jobs.
- Conversation starters
- Retirement planning
- English
- Flyer
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 Accumulation risk flyer
Help your clients evaluate their comfort with market risk as they approach retirement.
- Annuity basics
- Conversation starters
- Retirement planning
- English
- Flyer
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, with 137+ years of history, consistent performance, and strong industry ratings supporting their fixed index annuities (FIAs).
- Conversation starters
- English
- Flyer
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 pieces! This flyer encourages clients to check in with you at 20 key financial milestones that may impact retirement or legacy planning.
- Conversation starters
- Retirement planning
- English
- Flyer
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
Discover the blueprint for organizing, protecting, and upgrading your client’s financial life so they can build a lasting legacy and approach retirement with confidence.
- Retirement planning
- English
- Website
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.
- Retirement planning
- English
- Website
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.
- Retirement planning
- English
- Website
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.
- Annuity basics
- English
- Video
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
Help your clients determine if they are striking the right balance in their retirement planning.
- Retirement planning
- English
- Website
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
Show your clients how fixed index annuities (FIAs) offer upside potential with downside protection from market loss.
- Retirement planning
- English
- video
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.
- Annuity basics
- Retirement planning
- English
- Flyer
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.
- Annuity basics
- Retirement planning
- Spanish
- Video
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.
- Annuity basics
- Retirement planning
- Spansish
- Brochure
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.
- Retirement planning
- Spanish
- Flyer
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.
- Conversation starters
- Spanish
- Brochure
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.
