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Producer Sales Tools

These pieces are designed to educate and inform Producers and to equip you for sales appointments. If you have any questions, call your Sales Consultant at 800.579.7923, or contact us here.

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Stages of Retirement Planning Whitepaper

Stages of Retirement Planning Whitepaper

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2024 Tax and Social Security Updates

2024 Tax and Social Security Updates

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Spousal Social Security Benefits Switched to My Own

Spousal Social Security Benefits Switched to My Own

When Should I File for Social Security?

When Should I File for Social Security?

Focus on the Economy – Not the Stock Market

Focus on the Economy – Not the Stock Market

NAIC Buyers Guide for Deferred Annuities

NAIC Buyers Guide for Deferred Annuities

Critical Retirement Planning Age Roadmap

Critical Retirement Planning Age Roadmap

Red Line Benefits of Indexed Annuities with Annual Reset

Red Line Benefits of Indexed Annuities with Annual Reset

Green Line Benefits of Indexed Annuities with Annual Reset

Green Line Benefits of Indexed Annuities with Annual Reset

Benefits of Indexed Annuities with Annual Reset January 2023

Benefits of Indexed Annuities with Annual Reset January 2023

A U.S. Recession is Coming. The Question is When?

A U.S. Recession is Coming. The Question is When?

The 2022 Update in Perspective

The 2022 Update in Perspective

Pending and Proposed Legislation You Should Know

Pending and Proposed Legislation You Should Know

Bridging Income with Annuities in Retirement

Bridging Income with Annuities in Retirement

Mastering the Medicaid Maze

Mastering the Medicaid Maze

More Women Relying On Social Security But Will It Be There For Them?

More Women Relying On Social Security But Will It Be There For Them?

2022 Retirement Legislation Impacts

2022 Retirement Legislation Impacts

Key Financial Data 2022-Aegis Financial

Key Financial Data 2022-Aegis Financial

Top 12 Consumer FAQs of 2021

Top 12 Consumer FAQs of 2021

Roadmap to Choose the Right Medicare Coverage for Your Needs

Roadmap to Choose the Right Medicare Coverage for Your Needs

Medicare’s Open Enrollment Period: Roadmap to Help Clients Choose the Right Coverage

Medicare’s Open Enrollment Period: Roadmap to Help Clients Choose the Right Coverage

16 Things You Need to Know Now About Annuities-US News

16 Things You Need to Know Now About Annuities-US News

This Back-Door Retirement Strategy Goes Away Jan. 1 – Did You Even Know About It?

This Back-Door Retirement Strategy Goes Away Jan. 1 – Did You Even Know About It?

How to Enjoy Retirement Without Going Broke

How to Enjoy Retirement Without Going Broke

Seven Retirement Myths Debunked

Seven Retirement Myths Debunked

Kiplinger Article Myth Busters: Facts​ about Index Annuities

Kiplinger Article Myth Busters: Facts​ about Index Annuities

Manage Your Bank and Save Fees

Manage Your Bank and Save Fees

Life Insurance: Small Business Protection & Key Employee Retention

Life Insurance: Small Business Protection & Key Employee Retention

How to battle sequence-of-returns risk

How to battle sequence-of-returns risk

Ibbotson Whitepaper: FIAs

Ibbotson Whitepaper: FIAs

Barclays-Shiller Report with Overview

Barclays-Shiller Report with Overview

A Sign of Things To Come? – WA State’s New LTC Program

A Sign of Things To Come? – WA State’s New LTC Program

2022 Federal Tax and Contributions Guide

2022 Federal Tax and Contributions Guide

Taxation of Annuities – FAQs

Taxation of Annuities – FAQs

Year-End Planning in a Climate of Uncertainty

Year-End Planning in a Climate of Uncertainty

Biden’s Gift & Estate Tax Cost to Affluent Clients

Biden’s Gift & Estate Tax Cost to Affluent Clients

Tax Efficient Retirement Strategies Presentation

Tax Efficient Retirement Strategies Presentation

Roth IRAs for Tax-free Income, by Heather Schreiber

Roth IRAs for Tax-free Income, by Heather Schreiber

A Social Dilemma – INN Article quoting Wade Pfau and Heather Schreiber

A Social Dilemma – INN Article quoting Wade Pfau and Heather Schreiber

Social Security: Common Consumer Questions Answered

Social Security: Common Consumer Questions Answered

Consumer Flyer: Your Top 6 Questions About Social Security Answered

Consumer Flyer: Your Top 6 Questions About Social Security Answered

2021 SSA Guide: Understanding the Benefits

2021 SSA Guide: Understanding the Benefits

How to Max SSDI and Social Security Benefits

How to Max SSDI and Social Security Benefits

How To Claim Social Security At The Right Time

How To Claim Social Security At The Right Time

Are Social Security Disability Benefits Set for Life?

Are Social Security Disability Benefits Set for Life?

When To File Social Security

When To File Social Security

Women and Social Security – Article & Consumer Piece by Heather Schreiber

Women and Social Security – Article & Consumer Piece by Heather Schreiber

2021 Social Security Fact Sheet

2021 Social Security Fact Sheet

Social Security Conversation Do’s & Don’ts

Social Security Conversation Do’s & Don’ts

Navigating Social Security

Navigating Social Security

Updated for 2022 – Income Strategy Questionnaire

Updated for 2022 – Income Strategy Questionnaire

Social Security’s 85th Birthday Timeline

Social Security’s 85th Birthday Timeline

Recently Widowed? Social Security Survivors Benefits

Recently Widowed? Social Security Survivors Benefits

Revised Life Expectancy Tables Are In Effect

Revised Life Expectancy Tables Are In Effect

RMD Uniform Lifetime Table

RMD Uniform Lifetime Table

Key Retirement Age Milestones

Key Retirement Age Milestones

7 Practical Tips to Creating Tax-Efficient Retirement Income

7 Practical Tips to Creating Tax-Efficient Retirement Income

Navigating Income Planning for the Younger Client

Navigating Income Planning for the Younger Client

The Safe Money Guide

The Safe Money Guide

NAFA Fiduciary Rule 3.0 Best Practices

NAFA Fiduciary Rule 3.0 Best Practices

PTE Form 84-24, fillable PDF

PTE Form 84-24, fillable PDF

Will A New Law Increase Retirement Funding through Life Insurance?

Will A New Law Increase Retirement Funding through Life Insurance?

NAFA FIA Volatility Controlled Indices

NAFA FIA Volatility Controlled Indices

Regulatory Updates: New Guidelines for Documents and Disclosures

Regulatory Updates: New Guidelines for Documents and Disclosures

Consolidated Appropriations Act 2021 by Heather Schreiber

Consolidated Appropriations Act 2021 by Heather Schreiber

“More Than a Stimulus” ​ Consumer Flyer

“More Than a Stimulus” ​ Consumer Flyer

LTC Trust Act in Washington (Publicly Funded)

LTC Trust Act in Washington (Publicly Funded)

IRS CRD Guidelines-Q&A Summary by Heather Schreiber

IRS CRD Guidelines-Q&A Summary by Heather Schreiber

Gifting Rules By State

Gifting Rules By State

WARN Act Alerts

WARN Act Alerts

SECURE Act Reference Guide

SECURE Act Reference Guide

SECURE Act Summary Flyer

SECURE Act Summary Flyer

Navigating Legacy Planning After the SECURE Act

Navigating Legacy Planning After the SECURE Act

Say This, Not That | Best Way to Talk About Fixed Income Options With Clients

Say This, Not That | Best Way to Talk About Fixed Income Options With Clients

Source of Funds Disclosure Statement

Source of Funds Disclosure Statement

Fact Finder

Fact Finder

Writing Notes & Letters for Referrals

Writing Notes & Letters for Referrals

Inheritance Comparison Chart

Inheritance Comparison Chart

The Power of Protection

The Power of Protection

The Break-even Burden

The Break-even Burden

First Appointment Fact-Finder (unbranded)

First Appointment Fact-Finder (unbranded)

Top Annuity Misconceptions

Top Annuity Misconceptions

NAFA’s FIA Milestones Timeline

NAFA’s FIA Milestones Timeline

Retirement Risks

Retirement Risks

Protect Your Retirement Assets

Protect Your Retirement Assets

Taxable vs. Tax-deferred

Taxable vs. Tax-deferred

8 Essential Responses

8 Essential Responses

Sequence of Returns

Sequence of Returns

Introduction to Annuities

Introduction to Annuities

Secrets of Variable Annuities

Secrets of Variable Annuities

Elite Producers’ Sales Analogies

Elite Producers’ Sales Analogies

Questions are the Answer

Questions are the Answer

Billion Dollar Phrases

Billion Dollar Phrases

Producer’s Guide to SPL

Producer’s Guide to SPL