Guide smarter retirement

conversations — with confidence 

Guide smarter retirement

conversations — with confidence 

Guide smarter retirement

conversations — with confidence 

In today’s market, a quick check-in can help deliver long-term clarity. 
Clients are approaching retirement with more complexity — and more questions — than ever before. Whether they’re just getting started or counting down the final five years, mid-year is the perfect time to reset, realign and revisit their plan. 

Start with these simple questions that can open the

door to more impactful, personalized planning: 

Are they on track to meet their evolving goals? 
Are they making the most of tools like catch-up contributions and tax diversification? 
Does their plan reflect today’s market dynamics and tomorrow’s possibilities? 

Support for you. Confidence for them. 

We're here to help you start — and sustain—more meaningful conversations around retirement readiness. We’ll help you: 

 

  • Evaluate annuity repositioning opportunities 
  • Incorporate income planning and protection strategies 
  • Identify smart ways to enhance savings and reduce surprises

 

Let’s make sure your clients aren’t just saving—but preparing.  

Let's Talk

 

We’d love to connect about how we can support your practice — and help your clients move toward retirement with greater confidence.

 

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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.

 

Guarantees are based on the financial strength and claims paying ability of American Equity and are not guaranteed by any bank or insured by the FDIC.

 

Annuity products offered by American Equity.  Other retirement options may also support similar goals.

 

For financial professional use only.  Not for use in solicitation or advertising to the public.

©2025 American Equity Investment Life Insurance Company®
American Equity Investment Life Insurance Company®
6000 Westown Parkway, West Des Moines, IA 50266
(888) 221-1234 • info@american-equity.com