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Sales Ideas

Concepts that close business or open conversations

The right concept, graphic or case study can make complex ideas much easier to understand. And when your prospects grasp these concepts and the impact on their financial situation, it can make closing that next case easier.

Stuck on a tough sale?

Can't get to "yes"? We can share the tools and concepts used by our top producers.


Patient in hospital bed with doctors

Managing unexpected costs

More Americans are seeking a way to ensure access to the funds they'll need should they face an unexpected chronic illness down the road. We offer product solutions and tools to educate clients about the benefits of ensuring access to the care they may need.

Sales success kit

SecureLink CIA kit (not for use in MA, NY, WA)
For use with SecureLink Chronic Illness Access fixed indexed annuity

Sales idea

Premier Protector (not for use in CA, MA, MO, NY, WA)
For use with MultiOption Guide variable annuity and Premier Protector optional death benefit


Preparing for future healthcare expenses

Asian grandfather playing guitar with granddaughter

Accumulation and income solutions

The best financial professionals are client educators. You can win clients with sales strategies built around specific market concepts. We’re here to help you explain solutions designed to address specific client needs.

Fixed indexed annuities

Sales ideas

Variable annuities

Sound strategy

Why fees matter
MultiOption® Momentum


MyPath suite
MultiOption Guide and MyPath optional living benefits

 Senior mature couple | Icbox lg

Flexibility of an income advance

Believe it or not, you can offer clients flexibility in a fixed immediate annuity. Our single payment immediate annuity includes a valuable benefit that goes beyond the guaranteed income stream traditionally associated with SPIAs.

Sales idea

Advance Withdrawal Benefit
For use with IncomeToday! 2.0 single payment immediate annuity


SecureOption Choice split strategies

Looking for a way to set yourself apart and add more value to your client relationship?

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 Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty.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 nonqualified 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. Variable annuities have additional expenses such as mortality and expense risk, administrative charge, investment management fees and rider fees. Variable sub accounts of annuities are subject to market fluctuation, investment risk and loss of principal.

DOFU 1-2022