FIAs don’t have to be complicated, and with Foundations, we’ve created content to help make it easier to educate your clients on how the product works. From client-friendly presentations to sales ideas to help you generate interest, we’re here to help.
Keep in mind that your Broker-Dealer must approve Foundations and you must be appointed and have completed your product training before selling Foundations.
If you’ve completed your RegEd training, you have access to our customized illustration tool. If not, please take the following training courses:
- RegEd Foundations-12SB_02
- Fundamentals-11SB_16
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10-15 minute Client Presentation:
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Client Illustration Choose from our 12 crediting strategies to build a hypothetical accumulation and decumulation illustration for your clients Customize with your client's name and your contact information Available to reps who have completed:
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PRODUCT VIDEOSBelow are short client-friendly videos to watch or share that explain the product and how interest credits are applied. |
Foundations Overview
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S&P 500® Annual Point to Point Index Account
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S&P 500® Annual Average Index Account
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S&P 500® Monthly Sum Index Account
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S&P 500®Factor Rotator Daily RC2 7% Index Account |
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S&P 500® Low Vol. Daily Risk Control 5% Index Account |
S&P Multi-Asset Risk Control (MARC) 5% Index |
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Morningstar Wide Moat Focus Barclays 7% Index |
S&P 500® Low Volatility Daily Risk Control 5% IndexThis Index aims to provide stable returns during volatile and low interest rate environments. Annual and 2-year Point to Point Index Accounts offered. |
S&P 500® Factor Rotator Daily RC2 7% IndexThis Index aims to provide positive returns during multiple market environments:
Annual and 2-year Point to Point Index Accounts offered. |
S&P Multi-Asset Risk Control (MARC) 5% IndexThis Index aims to perform during multiple market environments.
Annual and 2-year Point to Point Index Accounts offered. |
Morningstar Wide Moat Focus Barclays VC 7% IndexThis Index aims to provide stable returns based on the long-term strength of its selected stocks across multiple sectors. Annual and 2-year Point to Point Index Accounts offered. |