Materials request form
Order professionally printed, market-ready product and value-added materials.
Reset Form
Instructions:
Complete contact and mailing information. Please note - PO box addresses are not accepted.
Use section below to view, download or order the materials available.
Indicate quantities for each item ordered. Each item is limited to a maximum of 25 copies per order.
Submit form.
Standard Shipping is UPS ground shipping. For expedited options please contact Sales Support at
888-647-1371
.
Materials
State Specific Materials
Annuity Products
IncomeShield Series
Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield BONUS 10 Sales Brochure
01SB1164-10B
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield 7 Sales Brochure
01SB1164-7
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield for Federal Employees Brochure
01SB1164-10B-SIFPE
Download PDF
Opens in a new window.
Must be between 0-25.
Shield Retirement Income with Wellbeing Benefit Brochure*
01B1164-LIBRWB
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield BONUS 10 Heat Map
01B1164-10B-PHM
Download PDF
Opens in a new window.
Must be between 0-25.
Shield Retirement Income with Wellbeing Benefit Brochure
01B1164-10B-LIBRWB
Download PDF
Opens in a new window.
Must be between 0-25.
Income Questions to Ask Brochure
01B1164-IQA
Download PDF
Opens in a new window.
Must be between 0-25.
Retirement Unknown: The Cost of Waiting Flyer*
01F1164-10B-RUCW
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield with LIBR and Wellbeing Benefit Flyer*
01F1164-10B-WBFAQ
Download PDF
Opens in a new window.
Must be between 0-25.
Partially vs. Fully Guaranteed Income Flyer*
01F1164-10B-PVFGI
Download PDF
Opens in a new window.
Must be between 0-25.
Solving Retirement Gaps: Healthcare Cost Gap Flyer
01F1164-10B-HCG
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield BONUS 10 LIBR Flyer
01F1164-10B-1P
Download PDF
Opens in a new window.
Must be between 0-25.
Lifetime Income Benefit Rider FAQ Flyer
01F1164-LIBRFAQ
Download PDF
Opens in a new window.
Must be between 0-25.
Retirement Unknown: What Happens When the Market Goes Down?*
01F1164-RU-MR
Download PDF
Opens in a new window.
Must be between 0-25.
Retirement Unknown Flyer
01FRUML-1164
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield LIBR Tapping on Open Market Flyer
01F1164-LIBRBOC
Download PDF
Opens in a new window.
Must be between 0-25.
Help Clients Plan for Their Retirement Income Goals
01F1164B-CNFRNC
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield 10 Payout Factor Rate Sheet
01RS1164-LPF-10
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield Payout Factor Rate Sheet
01RS1164-LPF-10B
Download PDF
Opens in a new window.
AssetShield Series
Quantity
Description
Form Number
Download
Must be between 0-25.
AssetShield BONUS 10 Sales Brochure
01SB1165-10B
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield 10 Sales Brochure
01SB1165-10-EN
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield 7 Sales Brochure
01SB1165-7-EN
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield 5 Sales Brochure
01SB1165-5-EN
Download PDF
Opens in a new window.
Must be between 0-25.
Asset Growth & Control Brochure*
01B1165-AGAC
Download PDF
Opens in a new window.
Must be between 0-25.
Retirement Unknown: Market Risk - AssetShield*
01FRUMR-1165
Download PDF
Opens in a new window.
Must be between 0-25.
Enhanced Bonus and Liquidity Rider – AssetShield BONUS
01F1165-EBLR
Download PDF
Opens in a new window.
Must be between 0-25.
How Does AssetShield BONUS 10 Work - BlackRock Index
01F1165-10B-HWA
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield Power of Protection Flyer*
01F1165-POPRO
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield BONUS 10 Protected Accumulation Gap Flyer - S&P 500 Index
01F1165-10B-PAG-SP
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield BONUS 10 Protected Accumulation Gap Flyer - S&P 500 Index
01F1165-PAG-SP
Download PDF
Opens in a new window.
Must be between 0-25.
How Does AssetShield BONUS 9 Work - BlackRock Index
01F1165-9B-HWA
Download PDF
Opens in a new window.
Must be between 0-25.
Renewal Rate History
01F1165-RRH
Download PDF
Opens in a new window.
EstateShield Series
Quantity
Description
Form Number
Download
Must be between 0-25.
EstateShield 10 Sales Brochure
01SB1167-10
Download PDF
Opens in a new window.
Must be between 0-25.
EstateShield LIBR FAQ*
01B1167-LIBRFAQ
Download PDF
Opens in a new window.
Must be between 0-25.
EstateShield BAV Legacy Benefit Brochure*
01B1167-LB
Download PDF
Opens in a new window.
Must be between 0-25.
Shield Assets with EstateShield10*
01F1167-10
Download PDF
Opens in a new window.
GuaranteeShield
Quantity
Description
Form Number
Download
Must be between 0-25.
GuaranteeShield Series Sales Brochure
01SB1169
Download PDF
Opens in a new window.
BalanceShield 10
Quantity
Description
Form Number
Download
Must be between 0-25.
BalanceShield 10 Sales Brochure
01SB1171
Download PDF
Opens in a new window.
Value-Added
Index Strategy Materials
Quantity
Description
Form Number
Download
Must be between 0-25.
Preservation and Accumulation Flyer
01FFIAPA
Download PDF
Opens in a new window.
Must be between 0-25.
Nasdaq Premier Index Flyer
01F1165-10-NASD
Download PDF
Opens in a new window.
Must be between 0-25.
S&P Advantage Index Flyer
01F1165-10-SPADV
Download PDF
Opens in a new window.
Must be between 0-25.
Laddering Interest Crediting Strategies Flyer
01FNDPREM-LS
Download PDF
Opens in a new window.
Must be between 0-25.
American Equity Trigger Strategy Flyer
01FTS
Download PDF
Opens in a new window.
Must be between 0-25.
NYSE Premier Index Flyer
01F1165-10-NYSE
Download PDF
Opens in a new window.
Must be between 0-25.
BlackRock Adaptive 7% Index Flyer
01FBRA
Download PDF
Opens in a new window.
Must be between 0-25.
Index Values Calculation Examples Flyer
01FIVC
Download PDF
Opens in a new window.
Must be between 0-25.
Competitive and Consistent Flyer
01FCC
Download PDF
Opens in a new window.
Retirement Information Materials
Quantity
Description
Form Number
Download
Must be between 0-25.
Steps to a Better Retirement Income Plan
01B3STEPS
Download PDF
Opens in a new window.
Must be between 0-25.
Preparing for Retirement Transitions
01BACC
Download PDF
Opens in a new window.
Must be between 0-25.
Medicare Guide Brochure
01BMCG
Download PDF
Opens in a new window.
Must be between 0-25.
Retirement Income Worksheet
01FRIW
Download PDF
Opens in a new window.
Must be between 0-25.
Risk Tolerance Scale flyer
01FRISK
Download PDF
Opens in a new window.
Must be between 0-25.
Social Security Benefits Flyer
01FSSG
Download PDF
Opens in a new window.
Must be between 0-25.
Guide to Fixed Index Annuity Basics
01FANBSC
Download PDF
Opens in a new window.
Must be between 0-25.
Solving Retirement Gaps: Guaranteed Lifetime Income Gap Flyer
01F1164-10B-GING
Download PDF
Opens in a new window.
Must be between 0-25.
Sequence of Returns Flyer
01FSORR
01FRULE72
Download PDF
Opens in a new window.
Must be between 0-25.
Help Protect Top Assets
01FHPTA
Download PDF
Opens in a new window.
Must be between 0-25.
Lifetime Income Solutions Flyer
01FLISI
Download PDF
Opens in a new window.
Must be between 0-25.
Triple Compound Interest Flyer*
01FTCI
01B3STEPS
Download PDF
Opens in a new window.
Must be between 0-25.
Outdated Annuities
01FOA
01B3STEPS
Download PDF
Opens in a new window.
Must be between 0-25.
Financial Inventory Worksheet
01FFIW
01B3STEPS
Download PDF
Opens in a new window.
Tax-Related Materials
Quantity
Description
Form Number
Download
Must be between 0-25.
Tax-Efficient Planning with Roth Conversions
01BKIRC
Download PDF
Opens in a new window.
Must be between 0-25.
Tax Reference Guide
01BTRG
Download PDF
Opens in a new window.
Must be between 0-25.
Advantages of a Tax-Deferred Annuity
01FATDA
Download PDF
Opens in a new window.
Rider Materials
Quantity
Description
Form Number
Download
Must be between 0-25.
Lifetime Income and Wellbeing Benefit Rider Flyer*
01FWBFAQ
Download PDF
Opens in a new window.
Company Materials
Quantity
Description
Form Number
Download
Must be between 0-25.
Financial Strength and Stability Flyer
01FFSF
Download PDF
Opens in a new window.
Must be between 0-25.
AE Newsweek Flyer I Client Facing
01FNF
Download PDF
Opens in a new window.
Must be between 0-25.
Story of American Equity
01FAE
Download PDF
Opens in a new window.
Annuity Products
IncomeShield Series
Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield 9 Sales Brochure for CA
01SB1164-9-CA
Download PDF
Opens in a new window.
Must be between 0-25.
IncomeShield 7 Sales Brochure for CA
01SB1164-7-CA
Download PDF
Opens in a new window.
Must be between 0-25.
Shield Retirement Income w/ Wellbeing Benefit Brochure* for CA
01B1164-LIBRWB-CA
Download PDF
Opens in a new window.
Must be between 0-25.
Retirement Unknown: Cost of Waiting Flyer - IncomeShield* for CA
01FRUCW-1164-CA
Download PDF
Opens in a new window.
AssetShield Series
Quantity
Description
Form Number
Download
Must be between 0-25.
AssetShield BONUS 9 Sales Brochure for CA
Opens in a new window.
01SB1165-9B-CA
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield 9 Sales Brochure for CA
01SB1165-9-CA
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield 7 Sales Brochure for CA
01SB1165-7-CA
Download PDF
Opens in a new window.
Must be between 0-25.
AssetShield 5 Sales Brochure for CA
01SB1165-5-CA
Download PDF
Opens in a new window.
EstateShield Series
Quantity
Description
Form Number
Download
Must be between 0-25.
EstateShield 9 Sales Brochure
01SB1167-9
Download PDF
Opens in a new window.
Must be between 0-25.
EstateShield 9 Lifetime Income and Legacy Benefits Brochure
01B1167-LB-CA
Download PDF
Opens in a new window.
Must be between 0-25.
EstateShield 9 Accumulation, Income, Estate Flyer*
01F1167-9-CA
Download PDF
Opens in a new window.
* Not available in Idaho
Submit
For any product related questions, please call Sales Support at
888-647-1371
.