2021 Tax Guide

Get a copy of the 2021 Tax Guide below.

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Tax Brackets

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Deductions

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Income Ranges for IRA Contributions

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Cares Act Charitable Deduction

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Estate Tax Exclusions

Ready to see if fixed indexed annuities could help your clients reach their retirement goals?

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Tools for Financial Professionals

Empower your clients to be savvy savers by showing them how FIAs fit into a balanced financial plan, protect their principal from market loss, and provide retirement income.
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Benefits of Fixed Indexed Annuities

Discover how fixed indexed annuities (FIAs) may be a great retirement vehicle for you.

Retirement Questions

There is no magic number for retirement, but many baby boomers don’t know where to start.

Retirement Challenges

Americans are facing retirement planning challenges. Fixed indexed annuities can help increase financial security.

Retirement & Annuities

Louise Bridges talks about why indexed annuities work for her.

Indexed Annuity Basics

Take the confusion out of understanding annuities and how they fit into a retirement plan.

Lifetime Income

A guaranteed lifetime withdrawal benefit can help people secure predictable income for life.

Sort FIA Facts from FIA Fiction

Calculating goals, reevaluating strategies, and adjusting contributions are just as essential as lifestyle changes before and during retirement.

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NAFA encourages states to evolve annuity suitability

In addition to the work being done at the federal level in response to and in support of various retirement reform measures, NAFA was heavily involved in the NAIC’s efforts to modify the Suitability in Annuity Transactions Model Regulation (#275) for the past three years. In support of enhancing consumer protection — without harming consumers’ access to the fixed annuity products and professionals that will help them secure guaranteed retirement income — NAFA is now working to encourage uniform adoption of the amended version of the regulation adopted by the NAIC on Thursday, February 13, 2020.

Annuity Crediting Strategies: Cap Strategy

For 25 years, fixed indexed annuities (FIA) have been helping consumers enjoy downside protection and upside potential in their retirement plans. Yet these products, and indexing in particular, are still widely misunderstood and even misrepresented by some entities.

NAFA’s newest educational series seeks to break down specific features and benefits of these annuities in a way that anyone — regulator, legislator, journalist, agent or consumer — can understand. First, let’s take a look at how the point-to-point cap strategy works and why it’s a popular option available on many FIAs.

20 Reasons to be a NAFA Member

By becoming a Premier or Affiliate Partner of the only association dedicated exclusively to fixed annuities and their independent distribution, you can ensure that, together, we have a strong presence and positive, proactive impact on every aspect of our evolving industry.

As an annuity leader, it’s critical that your organization is aware of and involved in the key issues affecting the future of our business. At NAFA, the National Association of Fixed Annuities, we make that possible … and we make it easy.

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Wink’s Sales and Market Report

Analysis Tools

Delivering the Data You Need!

Our strength is creating deep relationships that aid in the exchange of information through a team of phenomenal, professional, and pretty darn cool people. As a result, we have the information that others just don’t. Based in Des Moines, Iowa, we offer competitive intelligence and market research in the life insurance and annuity industries; serving financial services professionals, distributors, manufacturers, regulators, and consultants on both a domestic and global basis.

Your Financial Stability is their Priority.

You need a company that can provide specific solutions to help you feel confident about your financial goals.
For over 100 years, North American® has helped people secure their future and protect their loved ones.
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Value Add Packages

Help kick start conversations about North American, and maintain client relationships by passing along shareable insights. Help financial professionals attract more prospects and keep their practice management skills fresh.

When it comes to developing an overall retirement strategy, knowledge really is power. The resources here can help clarify your own needs and goals – and give you insight into the latest research.

Retirement Income Calculator

How much money will you need to save over time to generate your desired income in retirement?

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Benefit of Tax Deferral Calculator

Why consider a tax-deferred investment?

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“At American Equity, it’s not the building, it’s not the charter—
it’s the people who make the company.”
– David J. Noble, Founder

Power of Protection

Three historic bear market examples demonstrating the time it takes to recover loss.

The Basics: Annuities

Learn the basics of how annuities work and where they fit into your path to retirement.

The Basics: FIAs

Get information about how fixed index annuities work and how they can play a role in retirement income planning.

The Basics: LIBR

Find out more about lifetime income benefit riders and how they work when preparing for life in retirement.

American Equity is a retirement income provider specializing in fixed index annuities that are designed to protect principal and guarantee income. We’re an American-owned and operated company, headquartered in the Midwest, where we help fund more than half a million retirements nationwide.

American Equity’s annuities are designed to help plan for a retirement you want. We help our contract owners protect and preserve their assets for a financially sound future. Our contract owners can sleep at night knowing their retirement dollars are preserved and that their long-term income is secure. Here at American Equity, we like to call this “Sleep Insurance®.”