New Client Guide:

How a Fixed Index Annuity Can Work For You

Provide this educational guide to your clients and help them understand the many benefits of a Fixed Index Annuity

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As more people approach retirement age, more are asking if traditional income sources will meet their needs. Many are realizing they may need safe options to help supplement the income they have budgeted!

As a financial professionals, use this client guide to help answer many of the questions your clients may when consider a Fixed Index Annuity.

Covered during this guide:

  • How annuities work
  • The phases of annuities; accumulation vs income
  • Access to annuity funds
  • Who annuities may be a fit for
  • Plus more

For producers only. Not for use with the general public.

American Equity is not affiliated with Simplicity Group.