Producer Summit resources

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.

 

For additional information on BlackRock, please visit www.BlackRock.com.

BNP Paribas is a global investment bank working closely with life & annuity companies on derivatives execution as well as the development of bespoke risk management and investment solutions. In particular, the firm has been a leader in designing proprietary indices and innovative crediting strategies for fixed indexed annuities, indexed universal life, and registered index-linked annuities.

 

BNP Paribas serves as the index sponsor for the BNPP Patriot Technology Index, a new index strategy available exclusively through annuities offered by American Equity and its affiliates.

 

BNP Paribas Indexed Insurance Solutions

At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500^® and the Dow Jones Industrial Average^®. More assets are invested in products based upon our indices than any other index provider in the world. Our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

 

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.SPGlobal.com.

Swivel is the world’s most flexible financial services CRM. We let FMOs, IMOs, agents and advisors work how they want by automating tasks and creating custom workflows supporting all kinds of financial services and clients. Swivel streamlines insurance, annuities, Medicare and wealth management workflows. Now financial professionals can manage, track, nurture, and see all their clients’ assets, policies, and statements in one place. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.

We Know Seminars. Our hyper-focused industry expertise means we know your business needs inside and out. And with nearly 40 years of seminar marketing experience, we’ve perfected the recipe for filling rooms.

Salesforce is the world’s leading customer relationship management technology (What is CRM?), helping you build and improve your customer relationships. In 1999 we pioneered cloud-based CRM, and today we’re helping organizations of all sizes re-imagine their business for the world of AI. How? With Agentforce, providing trusted, autonomous AI agents that take action for your employees and customers. With unified data from all your systems, so every employee has a 360-degree view of every customer. And with #1 CRM apps for your sales, service, marketing, commerce, and IT teams.

Trainual helps businesses systemize and scale. SOPs, onboarding, training, knowledge, and processes - all in one easy app.