Materials request form

Order professionally printed, market-ready product and value-added materials.
Instructions:
  1. Complete contact and mailing information. Please note - PO box addresses are not accepted.
  2. Use section below to view, download or order the materials available.
  3. Indicate quantities for each item ordered. Each item is limited to a maximum of 25 copies per order.
  4. Submit form.
  5. Standard Shipping is UPS ground shipping. For expedited options please contact Sales Support at 888-647-1371.
Annuity Products

IncomeShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield 10 Sales Brochure
01SB1164-10
Must be between 0-25.
IncomeShield 7 Sales Brochure
01SB1164-7
Must be between 0-25.
IncomeShield for Federal Employees Brochure
01B1164-10-SIFPE
Must be between 0-25.
Shield Retirement Income with Wellbeing Benefit Brochure*
01B1164-LIBRWB
Must be between 0-25.
Planning Your Retirement Income Strategy Brochure*

01B1164-RIB

Must be between 0-25.
Retirement Unknown: The Cost of Waiting Flyer*
01FRUCW-1164
Must be between 0-25.
Identifying Retirement Income Gaps Worksheet*

01F1164-IRIG

Must be between 0-25.
IncomeShield with Lifetime Income Benefit Rider Flyer*
01F1164
Must be between 0-25.
IncomeShield with LIBR and Wellbeing Benefit Flyer*
01F1164-WBFAQ
Must be between 0-25.
Partially vs. Fully Guaranteed Income Flyer*

01F1164-PVFGI

Must be between 0-25.
Lifetime Income Benefit Rider FAQ Flyer
01F1164-LIBRFAQ
Must be between 0-25.
Retirement Unknown: What Happens When the Market Goes Down?*
01F1164-RU
Must be between 0-25.
Retirement Unknown Low Interest Rates Flyer*
01FRULIR-1164
Must be between 0-25.
Retirement Unknown: How to Enhance Tax Control in Retirement Flyer*

01F1164-RUTX

Must be between 0-25.
Retirement Unknown Flyer
01FRUML-1164
Must be between 0-25.
Why Consider BlackRock Adaptive 5% Index Flyer*
01FWCBR-1164
Must be between 0-25.
IncomeShield LIBR Tapping an Open Market Flyer

01F1164-LIBRBOC

AssetShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
AssetShield BONUS 10 Sales Brochure
01SB1165-10B
Must be between 0-25.
AssetShield 10 Sales Brochure
01SB1165-10-EN
Must be between 0-25.
AssetShield 7 Sales Brochure
01SB1165-7-EN
Must be between 0-25.
AssetShield 5 Sales Brochure
01SB1165-5-EN
Must be between 0-25.
Asset Growth & Control Brochure*
01B1165-AGAC
Must be between 0-25.
Retirement Unknown: Market Risk - AssetShield*
01FRUMR-1165
Must be between 0-25.
How Does AssetShield BONUS 10 Work - BlackRock Index
01F1165-10B-HWA
Must be between 0-25.
AssetShield Power of Protection Flyer*

01F1165-POPRO

Must be between 0-25.
Why Consider BlackRock Adaptive 7% Index Flyer - AssetShield BONUS*
01FWCBR-1165B
Must be between 0-25.
Why Consider BlackRock Adaptive 7% Index Flyer - AssetShield*
01FWCBR-1165
Must be between 0-25.
AssetShield BONUS 10 Protected Accumulation Gap Flyer - S&P 500 Index
01F1165B-PAG-SP
Must be between 0-25.
AssetShield BONUS 10 Protected Accumulation Gap Flyer - S&P 500 Index
01F1165-PAG-SP
Must be between 0-25.
How Does AssetShield BONUS 9 Work - BlackRock Index
01F1165-9B-HWA

EstateShield Series

Quantity
Description
Form Number

Download

Must be between 0-25.
EstateShield 10 Sales Brochure
01SB1167-10
Must be between 0-25.
EstateShield LIBR FAQ*
01B1167-LIBRFAQ
Must be between 0-25.
EstateShield BAV Legacy Benefit Brochure*
01B1167-LB
Must be between 0-25.
Shield Assets with EstateShield10*
01F1167-10
Must be between 0-25.
Why BlackRock EstateShield*
01FWCBR-1167

GuaranteeShield

Quantity
Description
Form Number
Download
Must be between 0-25.
GuaranteeShield Series Sales Brochure
01SB1169
Must be between 0-25.
GuaranteeShield Series Flyer*
01F1169

BalanceShield 10

Quantity
Description
Form Number
Download
Must be between 0-25.
BalanceShield 10 Sales Brochure
01SB1171
Value-Added

Index Strategy Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Preservation and Accumulation Flyer
01FFIAPA
Must be between 0-25.
Nasdaq Premier Index Flyer
01F1165-NASD
Must be between 0-25.
S&P Advantage Index Flyer
01F1165-10-SPADV
Must be between 0-25.
Laddering Interest Crediting Strategies Flyer
01FNDPREM-LS
Must be between 0-25.
American Equity Trigger Strategy Flyer
01FTS
Must be between 0-25.
NYSE Premier Index Flyer
01F1165-NYSE
Must be between 0-25.
BlackRock Adaptive 7% Index Flyer
01FBRA

Retirement Information Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Building & Protecting Retirement Income Brochure*
01BBPRI
Must be between 0-25.
Preparing for Retirement Transitions
01BACC
Must be between 0-25.
Steps to a Better Retirement Income Plan
01B3STEPS
Must be between 0-25.
Medicare Guide Brochure
01BMCG
Must be between 0-25.
Risk Tolerance Scale flyer
01FRISK
Must be between 0-25.
Retirement Income Worksheet
01FRIW
Must be between 0-25.
Social Security Benefits Flyer
01FSSG
Must be between 0-25.

Guide to Fixed Index Annuity Basics

01FANBSC
Must be between 0-25.
Solving Retirement Gaps: Guaranteed Lifetime Income Gap Flyer
01FSRG-GING
Must be between 0-25.
Sequence of Returns Flyer
01FSORR
01FRULE
72
Must be between 0-25.
Help Protect Top Assets
01FHPTA
Must be between 0-25.
Lifetime Income Solutions Flyer
01FLISI
Must be between 0-25.
Triple Compound Interest Flyer*
01FTCI
01B3STE
PS
Must be between 0-25.
Risk Tolerance Wheel Chart
01WLC4790
01WLC
4790

Tax-Related Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Tax Reference Guide
01BTRG
Must be between 0-25.
Tax-Efficient Planning with Roth Conversions
01BKIRC
Must be between 0-25.
Partial Roth Conversions Flyer
01FPRC
Must be between 0-25.
Advantages of a Tax-Deferred Annuity
01FATDA

Rider Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Lifetime Income and Wellbeing Benefit Rider Flyer*
01FWBFAQ

Company Materials

Quantity
Description
Form Number
Download
Must be between 0-25.
Financial Strength and Stability Flyer
01FFSF
Must be between 0-25.
AE Newsweek Flyer I Client Facing
01FNF-CF
Must be between 0-25.
Story of American Equity
01FAE
Annuity Products

IncomeShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
IncomeShield 9 Sales Brochure for CA
01SB1164-9-CA
Must be between 0-25.
IncomeShield 7 Sales Brochure for CA
01SB1164-7-CA
Must be between 0-25.
Shield Retirement Income w/ Wellbeing Benefit Brochure* for CA
01B1164-LIBRWB-CA
Must be between 0-25.
Retirement Unknown: Cost of Waiting Flyer - IncomeShield* for CA
01FRUCW-1164-CA

AssetShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
01SB1165-9B-CA
Must be between 0-25.
AssetShield 9 Sales Brochure for CA
01SB1165-9-CA
Must be between 0-25.
AssetShield 7 Sales Brochure for CA
01SB1165-7-CA
Must be between 0-25.
AssetShield 5 Sales Brochure for CA
01SB1165-5-CA

EstateShield Series

Quantity
Description
Form Number
Download
Must be between 0-25.
EstateShield 9 Sales Brochure
01SB1167-9
Must be between 0-25.
EstateShield 9 Lifetime Income and Legacy Benefits Brochure
01B1167-LB-CA
Must be between 0-25.
EstateShield 9 Accumulation, Income, Estate Flyer*
01F1167-9-CA
* Not available in Idaho
For any product related questions, please call Sales Support at 888-647-1371.