Help have more meaningful conversations – and potentially more fixed index annuity sales – by introducing your clients and prospects to North American’s internationally-recognized value-add marketing materials.

'Annuity Chat with North American' episodes
Listen to our monthly podcast series featuring quick-hit interviews with North American leaders and agents on topics that impact your business. Catch up on the latest episodes today.

Client-friendly social media resources
Here, you'll find various social media posts to help you share valuable fixed index annuity education content with your clients and network. Help start the next conversation with your clients by sharing these posts on your social media profile.

Balanced Accumulation
Our client-friendly Balanced Accumulation kit contains tools to help explain how fixed index annuities could help your clients reach their financial goals.

Project Apex
Project Apex surveyed hundreds of top financial professionals to better understand what sets them apart and how they reached the peak of success. Learn and hear from top producers across the country about their strategies, and how they structure their businesses, navigate uncertainty, and prepare for the future.

Empowered
Strengthen relationships with female clients and couples, and establish new ones using research-based best practices to help grow your business.

Gen-to-Gen
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.

Market Volatility materials
Our client-friendly volatility survival materials 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.

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.

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.

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.

Three-step strategy resources
Three steps to high annual growth potential? See for yourself how with a little creativity, you may help clients benefit from this simple, three-step strategy.

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.

Videos
Check out these on-demand webinar recordings, ease of business training webinars, and product videos.

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

Products, features, riders, endorsements, or issues ages may not be available in all states.

Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.'s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.

Insurance products issued by North American Company for Life and Health Insurance®, West Des Moines, Iowa. Product and features/options may not be available in all states or appropriate for all clients. See product materials and state availability chart for further details, specific features/options, and limitations by product and state.

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 or charges 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. As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that North American does not require you to use any of these sales concepts; they are resources that can be used at your discretion for your own individualized sales presentations if appropriate for the particular client and circumstances.

Red Zone Marketing is an independent third-party company and is not affiliated with North American.

Fixed index annuity contract numbers: Performance Choice® 8 is a fixed index annuity issued on base contract form NA1007A/ICC16-NA1007A.MVA. NAC VersaChoice^SM 10 is a fixed index annuity issued on base contract form NA1012A/ICC17-NA1012A.MVA. North American Charter® Plus is a fixed index annuity issued on base certificate/contract form NC/NA1007A, ICC16-NA1007A.MVA. NAC BenefitSolutions® is a fixed index annuity issued on base contract form NA1006A/ICC14-NA1006A. The Income Pay Pro^SM is issued on base contract form NA1012A/ICC17-NA1012A.MVA.

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