Retire is a |
Take action now!
Retire is a verb. |
Take action now!
Retire is a verb. |
Take action now!
Help your client understand the cost of waiting to retire
Millennials have surpassed Baby Boomers as the nation's largest living adult generation.* And they are getting ready to retire. But are they prepared?
Just like their parents — this next generation of retirees is poised to redefine life in retirement. And you can help them do it.
Create an ACTion plan
A lot of things can stop a client from meeting their retirement goals. Don’t let inaction be one of them. Follow our ACTion plan to discover how to appeal to a younger clientele — and how our IncomeShieldTM fixed index annuities can help.
Account
for retirement expenses
Calculate
for retirement income sources
Take Action
on guaranteed income solution
Create an ACTion plan
A lot of things can stop a client from meeting their retirement goals. Don’t let inaction be one of them. Follow our A.C.T. plan to discover how to appeal to a younger clientele – and how our IncomeShieldTM fixed interest annuities can help.
Account
for retirement expenses
Calculate
for retirement income sources
Take Action
on guaranteed income solution
Learn more about IncomeShieldTM fixed interest annuities
10 years?
Foundation Focused
Wants to retire early
Needs safe withdrawal to retire in the next 20 years
Motivated to purchase guaranteed income early
5 years?
Cashflow creators
Wants to retire in the next 15-10 years
Needs $15,000 in supplemental retirement income
Motivated to reinvest excess capital for lifelong accumulation
Opens in a new window.Foundation Focus: Less premium for more income
Two retirees. Same goal. 10 years difference.
Opens in a new window.Cashflow Creators: Less premium for more excess capital
Purchasing guaranteed lifetime income for lifelong accumulation.
Make it come to life
Use our calculator to show your clients how their current retirement savings could be supplemented with an IncomeShield annuity.
Download social media assets to use.
Opens in a new window.Have clients looking to retire early? Check out American Equity’s new sales tool that provides real-world examples you can use to show how an annuity can help make it happen right now. https://experience.american-equity.com/Cost-of-Waiting
Opens in a new window.Our partners at American Equity created brand-new sales tools to show clients how buying annuities early can benefit them. Click the link below and check out their income gap calculator and more. https://experience.american-equity.com/Cost-of-Waiting
Opens in a new window.Encourage clients to ACT now!
- Account
- Calculate
- Take action
Explore American Equity’s newest experience and help clients realize the potential of buying an annuity early, using time to their advantage.
https://experience.american-equity.com/Cost-of-Waiting
Show clients why an income gap could derail their retirement plans! Check out American Equity’s new sales tools and let them know how to supplement their lifetime income stream and protect against retirement unknowns. https://experience.american-equity.com/Cost-of-Waiting
Waiting to purchase retirement income can potentially cost your clients. American Equity created a brand-new toolkit that dives into all the details and helps address common retirement unknowns through real-world examples and user-friendly tools. Help your clients jumpstart their guaranteed lifelong income journey! https://experience.american-equity.com/Cost-of-Waiting
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Create a personalized view for your client
Use our calculator to highlighting your client's potential gap between income needs and guaranteed lifetime income.
Download social media assets to use.
Opens in a new window.Have clients looking to retire early? Check out American Equity’s new sales tool that provides real-world examples you can use to show how an annuity can help make it happen right now. https://experience.american-equity.com/Cost-of-Waiting
Opens in a new window.Our partners at American Equity created brand-new sales tools to show clients how buying annuities early can benefit them. Click the link below and check out their income gap calculator and more. https://experience.american-equity.com/Cost-of-Waiting
Opens in a new window.Encourage clients to ACT now!
- Account
- Calculate
- Take action
Explore American Equity’s newest experience and help clients realize the potential of buying an annuity early, using time to their advantage.
https://experience.american-equity.com/Cost-of-Waiting
Show clients why an income gap could derail their retirement plans! Check out American Equity’s new sales tools and let them know how to supplement their lifetime income stream and protect against retirement unknowns.
https://experience.american-equity.com/Cost-of-Waiting
Waiting to purchase retirement income can potentially cost your clients. American Equity created a brand-new toolkit that dives into all the details and helps address common retirement unknowns through real-world examples and user-friendly tools. Help your clients jumpstart their guaranteed lifelong income journey!
https://experience.american-equity.com/Cost-of-Waiting
IncomeShield can offer your clients a lifelong source of income
Opens in a new window.For Agent Information Only. Not for use in solicitation or advertising to the public.
*Pew Research Center, Millennials overtake Baby Boomers as America's largest generation, April 28, 2020 (https://www.pewresearch.org/short-reads/2020/04/28/millennials-overtake-baby-boomers-as-americas-largest-generation/)
Annuity contract and Rider(s) issued under form series ICC22 BASE-IDX-B, ICC22 BASE-IDX, ICC22 IDX-11-10, ICC22 IDX-10-7, ICC20 E-PTP-C, ICC20 E-PTP-PR, ICC20 E-MPTP-C, ICC20 R-EBR, ICC16 R-MVA, ICC20 R-LIBR-FCP, ICC20 R-LIBR-FSP, ICC20 R-LIBR-W-FCP, ICC20 R-LIBR-W-FSP and state variations thereof. Availability may vary by state. For complete details please see product specific sales brochure(s) and disclosure(s).
This material is for informational purposes only, and is not a recommendation to buy, sell, hold or rollover any asset. It does not take into account the specific financial circumstances, investment objectives, risk tolerance, or need of any specific person. In providing this information American Equity Investment Life Insurance Company is not acting as a fiduciary as defined by the Department of Labor. American Equity does not offer legal, investment or tax advice or make recommendations regarding insurance or investment products. Each client has specific needs that should be discussed with a qualified legal or tax advisor.
Offered by American Equity. Other retirement options may also support similar goals.
6000 Westown Parkway, West Des Moines, IA 50266