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 and direct mail pieces 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/Prospect Interest Postcard:
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Client/Prospect Interest Postcard:
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Choose from our 8 crediting strategies to build a hypothetical accumulation and decumulation illustration for your clients Customize with your clients 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 See how the Foundations Annuity works to preserve your principal while allowing for accumulation. |
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S&P 500® Low Volatility Daily Risk Control 5% Index Account Find out how interest is credited using this uncapped strategy designed to manage market volatility (an annual spread applies). |
S&P 500®Factor Rotator Daily RC2 7% Index Account Find out how interest is credited in this uncapped strategy designed to select the performing of five factor indices in a single Index - including a low volatility factor. |
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S&P 500® Annual Point to Point Index Account Learn how we credit interest based on the percentage change in the index from one contract anniversary to the next. |
S&P 500® Monthly Sum Index Account Find out how interest is calculated based on the sum of the monthly changes from the S&P 500® index value from the previous year (a cap applies to each positive monthly change, but not to negative changes). |
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S&P 500® Annual Average Index Account This video shares how interest is calculated based on the average of the monthly ending values of the S&P 500® Index Value and is compared to the Index Value on the previous contract anniversary. |
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HOW FOUNDATIONS ADDRESSES VOLATILITYHaving the option to choose crediting strategies benchmarked against a Low Vol Index can be helpful, especially in periods of market turbulence. With the S&P 500® Low Vol Index Accounts, both uncapped strategies, your clients could participate in more of the index-linked gains than in capped accounts (annual spreads do apply). We have client-friendly resources that explain how the Index is constructed, as well as hypothetical performance data for you to review. |