What Keeps Your
Client Up at Night?

Risk is part of any accumulation-focused strategy. Purchasing an IncomeShield™ Fixed Index Annuity (FIA) can do more than deliver additional income potential - it can help address key risks that could otherwise derail long-term retirement goals and needs.

Avoid, Retain, Transfer

The A.R.T. of Managing Risk: Less Risk. More Income. 

Does your client know if they’re using a safe withdrawal rate? Can their portfolio weather a bear market? How many?  The resources below can help ease concerns your client may have or face over the long-term.

Downloadable Resources

Safe Withdrawal Rate 
Life beyond 4% rule
Lower the safe withdrawal rate with more guaranteed income by converting a portion of a portfolio into an income stream.
Market Exposure
Downturns don’t have to be setbacks

Built-in protection from market volatility can give peace of mind.

 

Longevity
Paychecks that cannot be outlived

There are only three sources of lifelong income: social security, pensions and annuities. 

 

Income Gap Calculator

This easy, step-by-step calculator delivers a colorful chart highlighting a client's potential gap between income needs and guaranteed lifetime income. It also suggests possible solutions, and compiles the results into a convenient report.
For Agent Information Only. Not for use in solicitation or advertising to the public.
American Equity Life Insurance Company®
6000 Westown Parkway, West Des Moines, IA 50266
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