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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.
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.
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.
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.
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.
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.
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.
Strengthen relationships with female clients and couples, and establish new ones using research-based best practices to help grow your business.
Back of Napkin
Learn several simple, three-step concepts that can start new conversations and help find clients and prospects.
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.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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