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Ideas and tools library

Our ideas and tools library for financial professionals offers programs to help you find new clients, expand your influence and build your business. Browse our library and contact our sales teams to learn ways their top financial professionals are using these tools.

You can view all of our featured programs together, or sort to find the ones commonly used along with:

  • Annuities
  • Life insurance
  • Long-term care
  • Advanced sales

Business Owner Life-stage Design (BOLD)

Let us help you work with business owners to identify and plan for their business needs.

Explore BOLD

Caregiving

Help clients to begin thinking of their future care needs, as well as considerations for caregivers.

View client tools

College funding

Help clients learn about ways to reduce college expenses, and typical funding strategies.

View campaign tools

Considerations for women

Women’s longevity, income, and caregiving responsibilities are important financial considerations.

Find client resources

Diversifying with Annuities

We’ve compiled a suite of tools to help you and your clients understand how a fixed indexed annuity can fit into their overall retirement strategy.

View tools

Estate Planning Individually Centered (EPIC)

The EPIC approach to estate planning lets you help clients plan for what’s next.

Make their story EPIC

Health care costs

With costs on the rise, ensuring a way to cover health care is critical to a client’s financial strategy.

Find client resources

Life Insurance as a Financial Tool (LIFT)

Life insurance can help protect families, provide supplemental retirement income and efficiently pass on estates.

Learn about LIFT

Own it

A campaign designed with women's unique needs in mind to help financial professionals provide tailored solutions.

Explore Own it

Personal finance

Helping clients understand key principles of personal finance can make a big impact.

View campaign tools

Planning beyond age 90

Help clients consider how longer lifespans may impact permanent protection needs, including guarantee duration and policy flexibility.

Explore resources

Social Security

Deciding when and how to claim Social Security is one of the biggest retirement decisions clients can make.

View campaign tools

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Special needs

Bring important estate planning considerations to families who have loved ones with special needs.

Explore our resources

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

What’s in the One Big Beautiful Bill?

This sweeping legislation is raising questions among agents and clients alike.

Take me there

Advanced annuity concepts

Struggling to fit annuites into complex cases? Let us help you structure them into estate and tax strategies that deliver confidence and clarity — for you and your clients.

See more

College funding

Help clients learn about ways to reduce college expenses, and typical funding strategies.

View campaign tools

Considerations for women

Women’s longevity, income, and caregiving responsibilities are important financial considerations.

Find client resources

Diversifying with Annuities

We’ve compiled a suite of tools to help you and your clients understand how a fixed indexed annuity can fit into their overall retirement strategy.

View tools

Health care costs

With costs on the rise, ensuring a way to cover health care is critical to a client’s financial strategy.

Find client resources

Own it

A campaign designed with women's unique needs in mind to help financial professionals provide tailored solutions.

Explore Own it

Personal finance

Helping clients understand key principles of personal finance can make a big impact.

View campaign tools

Social Security

Deciding when and how to claim Social Security is one of the biggest retirement decisions clients can make.

View campaign tools

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

Advanced annuity concepts

Struggling to fit annuites into complex cases? Let us help you structure them into estate and tax strategies that deliver confidence and clarity — for you and your clients.

See more

Business Owner Life-stage Design (BOLD)

Let us help you work with business owners to identify and plan for their business needs.

Explore BOLD

Estate Planning Individually Centered (EPIC)

The EPIC approach to estate planning lets you help clients plan for what’s next.

Make their story EPIC

Life Insurance as a Financial Tool (LIFT)

Life insurance can help protect families, provide supplemental retirement income and efficiently pass on estates.

Learn about LIFT

Own it

A campaign designed with women's unique needs in mind to help financial professionals provide tailored solutions.

Explore Own it

Planning beyond age 90

Help clients consider how longer lifespans may impact permanent protection needs, including guarantee duration and policy flexibility.

Explore resources

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Special needs

Bring important estate planning considerations to families who have loved ones with special needs.

Explore our resources

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

What’s in the One Big Beautiful Bill?

This sweeping legislation is raising questions among agents and clients alike.

Take me there

Caregiving

Help clients to begin thinking of their future care needs, as well as considerations for caregivers.

View client tools

Considerations for women

Women’s longevity, income, and caregiving responsibilities are important financial considerations.

Find client resources

Health care costs

With costs on the rise, ensuring a way to cover health care is critical to a client’s financial strategy.

Find client resources

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

Business Owner Life-stage Design (BOLD)

Let us help you work with business owners to identify and plan for their business needs.

Explore BOLD

Estate Planning Individually Centered (EPIC)

The EPIC approach to estate planning lets you help clients plan for what’s next.

Make their story EPIC

Life Insurance as a Financial Tool (LIFT)

Life insurance can help protect families, provide supplemental retirement income and efficiently pass on estates.

Learn about LIFT

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Special needs

Bring important estate planning considerations to families who have loved ones with special needs.

Explore our resources

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

What’s in the One Big Beautiful Bill?

This sweeping legislation is raising questions among agents and clients alike.

Take me there

Advanced annuity concepts

Struggling to fit annuites into complex cases? Let us help you structure them into estate and tax strategies that deliver confidence and clarity — for you and your clients.

See more

Please keep in mind that the primary reason to purchase a life insurance product is the death benefit.

Life insurance products contain charges, such as Cost of Insurance Charge, Cash Extra Charge, and Additional Agreements Charge (which we refer to as mortality charges), and Premium Charge, Monthly Policy Charge, Policy Issue Charge, Transaction Charge, Index Segment Charge, and Surrender Charge (which we refer to as expense charges). These charges may increase over time, and these policies may contain restrictions, such as surrender periods. Policyholders could lose money in these products.

Long-term care insurance may cover care such as nursing care, home and community-based care, and informal care. Please ensure that your clients consult a tax advisor regarding long-term care benefit payments, or when taking a loan or withdrawal from a life insurance contract.

An annuity is intended to be a long-term, tax-deferred retirement vehicle. Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but taxes and penalties may apply to non-qualified distributions. Please consult a tax advisor for specific information. There are charges and expenses associated with annuities, such as surrender charges (deferred sales charges) for early withdrawals.

Guarantees are based on the claims paying ability of the issuing company.

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.

DOFU 10-2026

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