Support your conversations with client engagement materials

Share our Client Engagement Collections with your clients and meet them where they are on their retirement planning journey. 

The strength behind our annuities

Tell the story of American Equity. Headquartered in Des Moines, IA for nearly three decades, we’ve helped to provide retirement security by funding more than half a million retirements with our top-tier annuities, financial strength, and exceptional service.

Story of American Equity Flyer

Story of American Equity Flyer

AE Newsweek Flyer

AE Newsweek Flyer

Understanding fixed index annuities

Fixed index annuities (FIAs) will protect your clients’ principal from loss and ensures the contract value never declines due to market decreases. Use these materials to demonstrate the value of FIAs to your clients.

Preservation & Accumulation Flyer

Preservation & Accumulation Flyer

Help Protect Your Top Assets Flyer – Safe-money Options

Help Protect Your Top Assets Flyer – Safe-money Options

Lifetime Income Solutions Infographic

Lifetime Income Solutions Infographic

Sequence of Returns Flyer

Sequence of Returns Flyer

Shield Suite - We've Got You Covered Flyer

Shield Suite - We've Got You Covered Flyer

Retirement planning materials

A versatile mix of resources designed to support your client conversations, from basic income planning to the unique considerations around Medicare and supplemental income.

3 Steps to a Better Retirement Income Plan Brochure

3 Steps to a Better Retirement Income Plan Brochure

Risk Tolerance Scale

Risk Tolerance Scale

Financial Inventory Worksheet

Financial Inventory Worksheet

Medicare Guide Brochure

Medicare Guide Brochure

Solving for retirement income gaps

Help clients understand potential challenges around what they’ll need in retirement with conversation-starting assets and examples designed to illustrate income gaps and the importance of filling them.

Solving Retirement Gaps: Healthcare Cost Gap Flyer

Solving Retirement Gaps: Healthcare Cost Gap Flyer

Solving Retirement Gaps: Guaranteed Lifetime Income Gap Flyer

Solving Retirement Gaps: Guaranteed Lifetime Income Gap Flyer

Preparing for Retirement Transitions Brochure

Preparing for Retirement Transitions Brochure

Retirement Unknown: What Happens When the Market Goes Down?

Retirement Unknown: What Happens When the Market Goes Down?

The cost of waiting: Retirement planning with American Equity IncomeShield

Illustrate the financial implications of delaying retirement decisions—less compounding, fewer guarantees, and missed opportunities to grow their assets—and why now is the best time to take action.

Retirement Unknown: The Cost of Waiting Flyer

Retirement Unknown: The Cost of Waiting Flyer

Retirement Unknown: The Cost of Waiting Flyer CA

Retirement Unknown: The Cost of Waiting Flyer CA

Planning Your Retirement Income Strategy

Planning Your Retirement Income Strategy

Income Questions to Ask Brochure

Income Questions to Ask Brochure

IncomeShield Identifying Retirement Income Gaps Worksheet

IncomeShield Identifying Retirement Income Gaps Worksheet

Retirement Unknown: IncomeShield - Will My Money Last as Long As I Do (LIMRA) Flyer

Retirement Unknown: IncomeShield - Will My Money Last as Long As I Do (LIMRA) Flyer

Tax considerations

Bring clarity to complex tax-related topics with client-ready content that demonstrates the power of annuities to reduce tax burden, extend savings power, and the advantages of deferrals in keeping more of their money working toward retirement.

Tax Reference Guide

Tax Reference Guide

Advantages of a Tax-Deferred Annuity

Advantages of a Tax-Deferred Annuity

Triple Compound Interest Flyer

Triple Compound Interest Flyer

IRA Distribution Brochure

IRA Distribution Brochure

Contact your American Equity team

American Equity Investment Life Insurance Company does not offer legal, investment or tax advice. Each client has specific needs that should be discussed with a qualified legal or tax advisor.