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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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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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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 (26025Z)
Retirement squeeze white paper (26279Z)
Lost in translation white paper (26281Z)
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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
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 (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)
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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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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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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES