
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.
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.
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.
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.
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.
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.
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.
