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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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Get to know North American
Introduce financial professionals to the organization, share our story, and connect them with our sales team. Demonstrate the reliability our financial strength and “A+” ratings can bring to the table. Then familiarize them with the potential solutions and supporting tools, the resources, and the programs, that can make it easy to work with us.

Get to know North American marketing materials Get to know North American marketing materials

Get to know North American marketing materials
Client friendly Action
Grow with us brochure
North American Regional Sales Consultant Map
Annuity Sales Regional Map
North American Strength and Stability

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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
Features comparison flyer
FIA myths debunked flyer
Overcoming FIA obstacles flyer
Risk spectrum flyer

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Sandwich Generation
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 Sandwich Generation marketing materials

Sandwich Generation marketing materials
Client friendly Action
Look who's not talking white paper
Retirement squeeze white paper
Lost in translation white paper

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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
Postcard
Planning guide
Network of trust worksheet
Family document locator
Our family story worksheet
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
Game-changing conversations worksheet
Communication habits worksheet
Women and retirement white paper
Perceptions vs. reality white paper
Practice management tips for the Empowered age white paper
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
It doesn’t get more basic than a napkin and a sketch. Learn how to draw 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
RMD Reserve concept
Break-even burden concept
Route 65 concept
Roadtrip to retirement concept
Shirtsleeves to shirtsleeves concept

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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
Instructions flyer
Value comparison flyer
Radio ad landing page (requires login)

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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 marketing materials RMD Puzzle marketing materials

RMD Puzzle marketing materials
Client friendly Action
RMD Puzzle brochure
RMD fact finder
RMD Redirect concept flyer
RMD Beyond concept flyer
RMD Legacy concept flyer
RMD Reserve concept flyer
The RMD Puzzle webinar replay

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Podcast
On the Case by Case podcast, host Chris Nelson and his guests explore a variety of sales, marketing, and practice management topics in an engaging and entertaining format.

Case by Case marketing materials Case by Case marketing materials

Case by Case marketing materials
Client friendly Action
Podcast landing page

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High impact white papers
Help jump start a financial professional’s business or reinvigorate it with guidance on how to grow, diversify, and build a self-sustaining practice.

High impact white papers marketing materials High impact white papers marketing materials

High impact white papers marketing materials
Client friendly Action
Turn advocates into raving fans white paper
Digital marketing white paper
Optimizing the initial client meeting white paper
Multigenerational marketing white paper

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Bridging the retirement gap
With many Americans lacking adequate savings and inflation and rapidly rising medical expenses making overcoming that shortfall even harder, you can play an important role in helping your clients bridge the retirement income gap.

Bridging the retirement gap marketing materials Bridging the retirement gap marketing materials

Bridging the retirement gap marketing materials
Client friendly Action
Income Pay Plus bridging the retirement gap brochure
How much they’ll need chart
Client worksheet
Income Pay bridging the retirement gap brochure (PA)
Income Pay how much they’ll need chart (PA)

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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES