Set for Success with
North American
Some of the industry’s top financial professionals share their tools of the trade
Agent Acknowledgement
By clicking “I agree”, I certify that I am a financial professional with a marketing organization affiliated with North American Company for Life and Health Insurance® and my understanding that this microsite is provided for my use only and may not be used with consumers.
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.
Prospecting
Finding new clients: building your base
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
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Examine two hurdles consumers may face with the Income Expedition brochure: Outliving their money and market volatility risk
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Risk profile calculator:
Help uncover assets and determine client comfort with market risk during your initial conversations by using this 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
(34145Z)
Get a hard copy of the risk profile calculator by downloading this worksheet to help uncover assets and determine client comfort with market risk
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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)
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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)
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Suitability Pre-Check information:
Suitability Pre-Check can help prevent delays with your application
Suitability Pre-Check can help prevent delays with your application
Retention
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
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
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
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
Empowered “Women and Retirement” series microsite:
Access top tips from the Empowered research white paper series in one convenient location
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
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The Legacy Portrait kit contains information on running a successful family meeting
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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
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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
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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
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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
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Rollover benefits flyer:
This flyer can be used to help explain why annuities may be a good rollover solution for your clients
(32492Z)
This flyer can be used to help explain why annuities may be a good rollover solution for your clients
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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.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
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.
35212ZREV 4-22-25