Set for Success with
North American

Some of the industry’s top financial professionals share their tools of the trade


We've developed Set for Success — a blueprint for success to help optimize each stage of the customer journey, from prospecting to point-of-sale to closing and retention – based on insights from two of our leading financial professionals and some of our best marketing materials.



Finding new clients: building your base
Prospecting materials
Client friendly Action
Referrals part 1:
Attracting your top clients through referrals
Referrals part 2:
Help cultivate professional referrals with these successful tactics
Virtual strategies:
Secrets of virtual prospecting
Use Google Maps and Google My Business to increase your visibility
Set your business apart with this tutorial for creating and sharing videos
Ways to increase leads through your website
Prospecting with LinkedIn flyer:
Step up your prospecting game with LinkedIn
Video voicemail how-to video:
Simple, effective 2-minute video voicemail concept
Radio ad how-to guide:
Three easy steps to get your name on the radio and in front of thousands
Podcast/radio best practices:
Home office expertise on starting a podcast or radio show
Top financial professional, Megan from Kansas:
Megan shares prospecting secrets that work
Top financial professional: Nate from Kansas:
Nate shares prospecting secrets that work


Point-of-sale and closing

The client meeting: Hammering it home
Client meeting and closing materials
Client friendly Action
Income Expedition brochure:
Examine two hurdles consumers may face with the Income Expedition brochure: Outliving their money and market volatility risk
Risk profile calculator:
Help uncover assets and determine client comfort with market risk during your initial conversations by using this calculator
Risk profile worksheet:
Get a hard copy of the risk profile calculator by downloading this worksheet to help uncover assets and determine client comfort with market risk
Balanced Accumulation brochure:
Help your clients reach their financial goals by finding a balance between growth and protection with this client-friendly brochure on fixed index annuities (FIAs)
FIA Protection site:
View our most-loved market pieces on the FIA Protection site
Annuity e-App platform:
This workflow can help guide you through the application process
Suitability Pre-Check information:
Suitability Pre-Check can help prevent delays with your application
Illustration software system:
Run straightforward illustrations that show features and benefits of North American’s fixed index, fixed or immediate annuities
Top financial professional: Megan from Kansas:
Megan shares client meeting tips and tricks
Top financial professional: Nate from Kansas:
Nate shares client meeting tips and tricks



Get the full picture: Finding new opportunities and keeping clients
Retention materials and mining for new opportunities
Client friendly Action
Video library:
Find our collection of helpful videos on important retirement concepts and our competitive fixed index annuity suite
Personalizable client flyers:
Personalize client friendly flyers with your contact information in two easy steps
Value Add Hub:
Help with more meaningful conversations - and potentially more fixed index annuity sales - by introducing your clients and prospects to our nationally-recognized value-add marketing materials
Women and retirement white paper:
Read the research white paper for women on embracing responsibility as financial decision-makers
Empowered partnerships white paper:
Read the research white paper on how financial professionals are helping women succeed financially
The Empowered Financial Professional:
Optimize your approach with women and couples using these research-based best practices
Empowered “Women and Retirement” series microsite:
Access top tips from the Empowered research white paper series in one convenient location
Legacy Portrait family meeting guide:
The Legacy Portrait kit contains information on running a successful family meeting
Client rollover guide:
This comprehensive guide helps inform consumers on rollovers and factors they may want to consider before making the decision to rollover to a North American annuity
IRS rollover chart:
The Internal Revenue Service (IRS) has outlined the types of accounts that will allow clients to maintain the tax-deferred status of their retirement savings
Rollover benefits flyer:
This flyer can be used to help explain why annuities may be a good rollover solution for your clients
Top financial professional: Megan from Kansas:
Megan discusses retention, and mining for new opportunities
Top financial professional: Nate from Kansas:
Nate discusses retention, and mining for new opportunities


Set for Success
You’ve already got the talent and heart. Now you also have more tools to help you successfully optimize your customer journey with the Set for Success blueprint.

Ready to take your business to the next level? Call Sales Support at 866-322-7066.



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 the 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.

The term financial professional is not intended to imply engagement in an advisory business in which compensation is not related to sales. Financial professionals that are insurance licensed will be paid a commission on the sale of an insurance product.

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