For Your Practice

A Client-Ready Worksheet

Our Identifying Retirement Income Gaps worksheet guides your clients through thoughtful exercises, complete with useful statistics, to help them as they consider their financial plan. It can help determine if IncomeShield fixed index annuity is a good fit for your client.

Download Worksheet

DOL and Fiduciary Requirements

When you have questions about the DOL rules and how they apply to annuity sales, we can help! Start by checking out our useful online resource, with insightful content that can help you navigate this changing landscape.

Check It Out

From Our Compliance Team

Delivery Receipts: In-Person and Electronic Delivery

We greatly appreciate our partnership with our Idaho-appointed agents, and wanted to share the recent news that the Idaho Annuity Disclosure form (#01ID-AN-2020) is no longer required.

Read All About It

Operations Update

Say “goodbye” to the Idaho Annuity Disclosure form

We greatly appreciate our partnership with our Idaho-appointed agents and wanted to share the recent news that the Idaho Annuity Disclosure form (#01ID-AN-2020) is no longer required.

Read All About It

Closing Notes

Working With AE

At American Equity, we pride ourselves on having competitive, innovative financial products. But we don’t stop there: all of our products are built on a foundation of world-class service and financial professional engagement.

IMO partners experience top-tier tailored service, with an emphasis on saving you time and effort. We understand that your time is valuable, and the less time you spend solving problems, the more time you have to spend growing your business.