Annuity Conversation Foundations / On-Demand Center / Latest Insights / Client-Ready Tools
Annuity conversation foundations
Use these resources to prepare for common client questions, explain annuity concepts clearly, and connect income, risk, market volatility, tax deferral, and legacy planning to the role annuities can play in a broader retirement strategy.
Asset allocation and diversification: A simple way to strengthen your retirement strategy
The rewards of staying steady: Why keeping calm matters in a volatile market
How an informed income strategy can support your confidence and flexibility
Understanding variable annuities: Top five benefits for investment portfolios
Annuity Conversation Foundations / On-Demand Center / Latest Insights / Client-Ready Tools
On-demand center
Not every advisor engages with resources the same way or on the same schedule. The on-demand center brings together podcasts, webinars, learning series, and other multimedia resources so you can engage with content in the format that works best for you. From quick episodes of the 12-Minute Advisor Series to full webinar replays, everything here is available on your time and at your pace.
Podcast Series
Annuity Insights
Annuity Insights is a podcast series produced in partnership with The American College of Financial Services, designed to help advisors stay informed on the topics shaping retirement planning conversations today.
Season 2 focuses on Women and Wealth, exploring the unique financial planning needs of women, from longevity and caregiving to income protection and legacy planning. Each episode features research-driven conversations with industry experts and is built to give you insights you can bring directly into your next client meeting.
This season also comes with a client-ready toolkit to help you bring the conversation into practice. But start with the episodes. The conversations speak for themselves.
Networking Series
Moments That Move
Most advisors are already great at making connections. The challenge is turning those connections into lasting client relationships, referrals, and real growth.
The Moments That Move is a networking series created in partnership with experts in relationship building and professional networking. The series is designed to help advisors move beyond surface-level interactions and build a more intentional, disciplined approach to how they connect, follow up, and convert everyday conversations into meaningful outcomes.
Whether you're looking to strengthen your referral strategy, deepen existing client relationships, or simply get more out of the conversations you're already having, this series gives you a practical framework to do it.
Webinar Series
The Advisor Growth Webinar Series
Good advice is your wheelhouse. Getting clients to act on it is the hard part. Clients don't stall because the plan is wrong. They stall because emotions, complexity, and uncertainty get in the way.
The Advisor Growth Webinar Series is built around that challenge. Each session features a different industry expert and focuses on a specific skill that helps you move clients from conversation to action, whether that's simplifying complex ideas, turning networking into referrals, navigating Social Security decisions, or using AI to grow your practice.
Sessions run throughout the year, with both live events and on-demand replays available so you can engage on your schedule.
Annuity Conversation Foundations / On-Demand Center / Latest Insights / Client-Ready Tools
Stay current
Markets shift, planning strategies evolve, and client expectations change. Stay current with timely market perspectives, retirement planning trends, and industry insights designed to help you walk into every conversation informed and prepared.
Use the weekly chart to spark timely conversations, then sign up for the complimentary quarterly Market Outlook booklet, a client-ready resource you can keep on hand for retirement planning discussions.
Annuity Conversation Foundations / On-Demand Center / Latest Insights / Client-Ready Tools
Client-ready tools
Great conversations start with the right materials. Use these resources directly with clients, from shareable articles and planning guides to ready-to-send email templates designed to help you open, continue, and follow up on retirement planning conversations.
Email toolkit
Start the conversation
Starting the annuity conversation with a client isn't always straightforward. Timing matters, framing matters, and the way you introduce the topic can shape the entire relationship going forward.
This toolkit includes three ready-to-use email templates designed to help you open and build the conversation over time. The first email connects current market conditions to the need for broader planning. The second introduces longevity risk and shifts the focus toward reliable income. The third follows up with a closer look at how annuities can create more stability within a client's overall plan.
Each email is easy to personalize and ready to send today. Fill out the form below to access all three.
Additional Client-Ready Tools
Access commonly used advisor tools
Quickly access commonly used resources, tools, and information for financial professionals.
Protection
When loss is off the table, retirement conversations
get easier.
Forms
Browse through our various client forms and resources
to find the information you need.
FAQs
Find information related to policies, beneficiaries, licensing,
and account servicing.
Keep the conversation going with weekly insights.
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