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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.

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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 Project Apex materials
Project Apex materials
Client friendly Action
About Project Apex video
Business Best Practices white paper (32057Z)
Business Best Practices video
Masterclass Mindset white paper (32058Z)
Masterclass Mindset video
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Market Volatility Guide materials
Our client-friendly volatility survival guide 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 Market Volatility Guide materials
Market Volatility Guide materials
Client friendly Action
Volatility Survival Guide digital kit
S&P 500® - Last 20 years in review flyer (32156Z)
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
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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 Digital rollover kit materials
Digital rollover kit materials
Client friendly Action
Rollover guide (32362Z)
Rollover benefits flyer (32492Z)
IRS rollover guide (32494Z)
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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 FIA Journey marketing materials
FIA Journey marketing materials
Client friendly Action
Client presentation (26192Z)
Features comparison flyer (26311Z)
FIA myths debunked flyer (26309Z)
Overcoming FIA obstacles flyer (26308Z)
Risk spectrum flyer (26310Z)
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Gen-to-Gen
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.

Gen-to-Gen marketing materials Gen-to-Gen marketing materials
Gen-to-Gen marketing materials
Client friendly Action
Look who's not talking white paper (26025Z)
COVID-19 and your retirement white paper (32806Z)
Retirement planning among the sexes white paper (28705Z)
Retirement planning among the sexes video
Ending the stigma white paper (33178Z)
Consumer perceptions of financial professionals white paper (33172Z)
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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 Legacy Portrait marketing materials
Legacy Portrait marketing materials
Client friendly Action
Client guide (26519Z)
Postcard (26607Z)
Planning guide (26794Z)
Network of trust worksheet (26796Z)
Client needs worksheet (15325Z)
Family document locator (26795Z)
Our family story worksheet (26797Z)
Interactive site
Client video
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Empowered
Strengthen relationships with female clients and couples, and establish new ones using research-based best practices to help grow your business.

Empowered marketing materials Empowered marketing materials
Empowered marketing materials
Client friendly Action
Balanced business guide to empowering your business (27468Z)
Game-changing conversations worksheet (27647Z)
Communication habits worksheet (27646Z)
Women and retirement white paper (27375Z)
Perceptions vs. reality white paper (27469Z)
Practice management tips for the Empowered age white paper (27553Z)
Empowered research highlights interactive site
Perception vs. reality interactive site
Client-friendly promotional video
Social media content (Gainfully login required)
Empowered Woman and Retirement webinar replay
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Back of Napkin
Learn several simple, three-step concepts that can start new conversations and help find clients and prospects.

Back of Napkin marketing materials Back of Napkin marketing materials
Back of Napkin marketing materials
Client friendly Action
RMD Legacy concept (24743Z-C1)
RMD Reserve concept (24743Z-C2)
Break-even burden concept (24743Z-C3)
Route 65 concept (25542Z)
Roadtrip to retirement concept (26520Z)
Shirtsleeves to shirtsleeves concept (26724Z)
Back of Napkin interactive site
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Radio ads
Radio advertising can be an engaging, cost-effective way to get a financial professional’s name out there, and with our help, they can have a professional product on air for only the cost of the ad time.

Radio marketing materials Radio marketing materials
Radio marketing materials
Client friendly Action
Radio advertising how-to guide (27551Z)
Instructions flyer (26086Z)
Value comparison flyer (26374Z)
Radio ad landing page (requires login)
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

27717Z REV 3-21