Support your conversations with our Client Engagement Collections

Risk is an inevitable part of planning for the future. Our ART methodology—Avoid, Retain, and/or Transfer risk—will give you and your client the opportunity to discuss the complex risks of the distribution phase.

Learn more about the ART of managing income risk and then use these materials to guide you while working with your client to develop an approach to secure their retirement.

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.

Fixed index annuities (FIAs) can 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.

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

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.

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

Bring clarity to complex tax-related topics with client-ready content that demonstrates how annuities can extend savings power and offer tax deferrals that keep more of their money working toward retirement.