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Beyond Annuities

Value-Add Marketing and Sales Materials

The Beyond Annuities value-add program offers a collection of tools and resources designed to help you facilitate important conversations with your clients as they plan for a secure financial future.

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Legacy Planning

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Beyond Annuities: Protect Your Legacy with Estate Planning Client Brochure B6084124NW

Beyond Annuities: Taking Clients’ Legacies Above and Beyond with Trust-Owned Annuities (Agent Presentation) 6379-ASC-2

Beyond Annuities: Taking Clients’ Legacies Above and Beyond with Trust-Owned Annuities Producer Brochure B6082924NW

Social Security

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Beyond Annuities: Making Sense of Medicare Client Brochure B6081023NW

Beyond Annuities: Simplifying Social Security (Agent Presentation) 6130-ASC-5

Beyond Annuities: Simplifying Social Security (Client Presentation) 6130-ASC-6

Beyond Annuities: Simplifying Social Security Client Brochure B6062123NW-1

Beyond Annuities: Understanding Social Security Survivor Benefits Client Brochure B6085624NW

Market Risks

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Beyond Annuities: Market Risks To Consider As You Plan For Your Financial Future Client Brochure B6076824NW

Beyond Annuities: Market Risks Video (Client Approved) Video

Beyond Annuities: Market Risks Your Clients Should Consider As They Plan For Their Financial Future (Agent Presentation) 6130-ASC-3

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