2021 Tax Guide
Get a copy of the 2021 Tax Guide below.
Income Ranges for IRA Contributions
Cares Act Charitable Deduction
Estate Tax Exclusions
Utilize this powerful presentation tool on advanced sales concepts that you can use and personalize for your client.
- Business Continuation Concepts
- Key Person Life Insurance
- Entity-Purchase Buy-Sell Agreement
- Cross-Purchase Buy-Sell Agreement
Estate Tax Concepts
- Depletion of an Estate by Taxes and Costs
- Estate Liquidity
- Gift Tax Annual Exclusion
- Irrevocable Life Insurance Trust
- Retirement Income Sources
- Qualified Plans vs. Nonqualified Arrangements
- Traditional vs. Roth IRA
- Incidental Life Insurance in Qualified Retirement Plans
- Charitable Gift of a Life Insurance Policy
- Life Insurance as Alternative to Bequest
- Wealth Replacement Technique
- Income Tax Charitable Deduction
Insurance and Annuities
- How much Life Insurance do I need?
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
What’s new for August 2020?
We’re happy to announce releases that address provisions designed to ease financial pressures on individuals and businesses coping with the COVID-19 pandemic.
Ready to see if fixed indexed annuities could help your clients reach their retirement goals?
Tools for Financial Professionals
Benefits of Fixed Indexed Annuities
There is no magic number for retirement, but many baby boomers don’t know where to start.
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.
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.
NAFA encourages states to evolve annuity suitability
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.
Delivering the Data You Need!
Your Financial Stability is their Priority.
For over 100 years, North American® has helped people secure their future and protect their loved ones.
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?
Benefit of Tax Deferral Calculator
Why consider a tax-deferred investment?
“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®.”