North American A Sammons Financial Company




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Help kick start conversations about North American, and maintain client relationships by passing along shareable insights. Help financial professionals attract more prospects and keep their practice management skills fresh.


Balanced Accumulation
Our client-friendly Balanced Accumulation kit contains tools to help explain how fixed index annuities could help your clients reach their financial goals.

Balanced Accumulation materials
Client friendly Action
Balanced Accumulation brochure (27328Z)
Break-even burden flyer (32158Z)
Balanced Accumulation risk flyer (34145Z)
Risk assessment calculator



Strengthen relationships with female clients and couples, and establish new ones using research-based best practices to help grow your business.

Empowered marketing materials
Client friendly Action
Women and retirement white paper (33490Z)
Empowered partnerships white paper (33724Z)
The Empowered Financial Professional (33784Z)
Empowered research site



Project Apex
In North American’s latest research – Project Apex – we talked to hundreds of the insurance industry’s top producers. Now we’re sharing those insights with you and your financial professionals.

Project Apex materials
Client friendly Action
Business Best Practices white paper (32057Z)
Masterclass Mindset white paper (32058Z)



For Baby Boomers and Gen X-ers, those in the "Sandwich" generations, keeping up with retirement savings demands while taking care of their parents and kids can cause a real squeeze. You can help them.

Sandwich Generation marketing materials
Client friendly Action
Ending the stigma white paper (33178Z)
Consumer perceptions of financial professionals white paper (33172Z)



Market Volatility materials
Our client-friendly volatility survival materials helps put the unprecedented activity we’ve seen into historical perspective. And it sets the stage for you to demonstrate how fixed index annuities can help.

Market Volatility Guide materials
Client friendly Action
S&P 500 lookback (32315Z)
Bear markets flyer (32157Z)
Break-even burden flyer (32158Z)
Sequence of returns flyer (32159Z)
Financial services risk spectrum flyer (32160Z)
Volatility control and annual reset graph (32161Z)
Features of an FIA chart (32162Z)
"Times like these" consumer site



Digital rollover kit materials
With this kit from North American, your clients can learn about the options available for their 401(k), 403(b), or other qualified retirement savings vehicle – including the benefits of rolling it over into a fixed index annuity.

Digital rollover kit materials
Client friendly Action
Rollover guide (32362Z)
Rollover benefits flyer (32492Z)
IRS rollover guide (32494Z)



Legacy Portrait
The Legacy Portrait campaign turns our Sandwich Generation insights into action with a multigenerational family meeting kit filled with materials financial professionals can use with clients and prospects.

Legacy Portrait marketing materials
Client friendly Action
Client guide (26519Z-B)
Planning guide (26794Z)
Network of trust worksheet (26796Z)
Client income needs worksheet (15263Z)
Family document locator (26795Z)
Our family story worksheet (26797Z)



FIA Journey
For financial professionals unfamiliar with fixed index annuities (FIAs), these materials bring them along on a journey of discovery and help them share the story with their clients.

FIA Journey marketing materials
Client friendly Action
Client presentation (26192Z)
Features comparison flyer (32162Z)
FIA myths debunked flyer (26309Z)
Overcoming FIA obstacles flyer (26308Z)
Financial services risk spectrum flyer (32160Z)



RMD Puzzle
Learn how to minimize the impact or make the most of required minimum distributions (RMDs), and get help starting RMD discussions with clients.

RMD Puzzle materials
Client friendly Action
RMD Puzzle Brochure (25594Z)
RMD Factfinder (27277Z)
RMD Redirect concept flyer (25991Z)
RMD Beyond concept flyer (25990Z)
RMD Legacy concept flyer (25989Z)



Three-step strategy resources
Three steps to high annual growth potential? See for yourself how with a little creativity, you may help clients benefit from this simple, three-step strategy.

Three-step strategy resource materials
Client friendly Action
Annual credits from two-year strategies flyer (31997Z)
“How it works” agent video


Insurance products issued by North American Company for Life and Health Insurance®, West Des Moines, Iowa. Product and features/options may not be available in all states or appropriate for all clients. See product materials and state availability chart for further details, specific features/options, and limitations by product and state. Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from your accumulation value for additional optional benefit riders or strategy fees associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index.

Fixed index annuity contract numbers: Performance Choice® 8 is a fixed index annuity issued on base contract form NA1007A/ICC16-NA1007A.MVA. NAC VersaChoiceSM 10 is a fixed index annuity issued on base contract form NA1012A/ICC17-NA1012A.MVA. North American Charter® Plus is a fixed index annuity issued on base certificate/contract form NC/NA1007A, ICC16-NA1007A.MVA. NAC BenefitSolutions® is a fixed index annuity issued on base contract form NA1006A/ICC14-NA1006A.

North American Income® annuity is issued on base contract form ICC18-NA1014A/NA1014A.

North American Guarantee ChoiceSM is a multi-year guarantee annuity issued on base contract form NA1011A/ICC17-NA1011A.

27717ZREV 6-27-23