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Ideas and tools library

Our ideas and tools library for financial professionals offers programs to help you find new clients, expand your influence and build your business. Browse our library and contact our sales teams to learn ways their top financial professionals are using these tools.

You can view all of our featured programs together, or sort to find the ones commonly used along with:

  • Annuities
  • Life insurance
  • Long-term care
  • Advanced sales

Get in touch with our sales teams

Our dedicated sales teams can help support your business needs.

Contact us

Business Owner Life-stage Design (BOLD)

Let us help you work with business owners to identify and plan for their business needs.

Explore BOLD

Caregiving

Help clients to begin thinking of their future care needs, as well as considerations for caregivers.

View client tools

College funding

Help clients learn about ways to reduce college expenses, and typical funding strategies.

View campaign tools

Considerations for women

Women’s longevity, income, and caregiving responsibilities are important financial considerations.

Find client resources

Diversifying with Annuities

We’ve compiled a suite of tools to help you and your clients understand how a fixed indexed annuity can fit into their overall retirement strategy.

View tools

Estate Planning Individually Centered (EPIC)

The EPIC approach to estate planning lets you help clients plan for what’s next.

Make their story EPIC

Health care costs

With costs on the rise, ensuring a way to cover health care is a critical to a client’s financial strategy.

Find client resources

Life Insurance as a Financial Tool (LIFT)

Life insurance can help protect families, provide supplemental retirement income and efficiently pass on estates.

Learn about LIFT

Own it

A campaign designed with women's unique needs in mind to help financial professionals provide tailored solutions.

Explore Own it

Personal finance

Helping clients understand key principles of personal finance can make a big impact.

View campaign tools

Social Security

Deciding when and how to claim Social Security is one of the biggest retirement decisions clients can make.

View campaign tools

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Special needs

Bring important estate planning considerations to families who have loved ones with special needs.

Explore our resources

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

College funding

Help clients learn about ways to reduce college expenses, and typical funding strategies.

View campaign tools

Considerations for women

Women’s longevity, income, and caregiving responsibilities are important financial considerations.

Find client resources

Diversifying with Annuities

We’ve compiled a suite of tools to help you and your clients understand how a fixed indexed annuity can fit into their overall retirement strategy.

View tools

Health care costs

With costs on the rise, ensuring a way to cover health care is a critical to a client’s financial strategy.

Find client resources

Own it

A campaign designed with women's unique needs in mind to help financial professionals provide tailored solutions.

Explore Own it

Personal finance

Helping clients understand key principles of personal finance can make a big impact.

View campaign tools

Social Security

Deciding when and how to claim Social Security is one of the biggest retirement decisions clients can make.

View campaign tools

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

Business Owner Life-stage Design (BOLD)

Let us help you work with business owners to identify and plan for their business needs.

Explore BOLD

Estate Planning Individually Centered (EPIC)

The EPIC approach to estate planning lets you help clients plan for what’s next.

Make their story EPIC

Life Insurance as a Financial Tool (LIFT)

Life insurance can help protect families, provide supplemental retirement income and efficiently pass on estates.

Learn about LIFT

Own it

A campaign designed with women's unique needs in mind to help financial professionals provide tailored solutions.

Explore Own it

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Special needs

Bring important estate planning considerations to families who have loved ones with special needs.

Explore our resources

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

Caregiving

Help clients to begin thinking of their future care needs, as well as considerations for caregivers.

View client tools

Considerations for women

Women’s longevity, income, and caregiving responsibilities are important financial considerations.

Find client resources

Health care costs

With costs on the rise, ensuring a way to cover health care is a critical to a client’s financial strategy.

Find client resources

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

Business Owner Life-stage Design (BOLD)

Let us help you work with business owners to identify and plan for their business needs.

Explore BOLD

Estate Planning Individually Centered (EPIC)

The EPIC approach to estate planning lets you help clients plan for what’s next.

Make their story EPIC

Life Insurance as a Financial Tool (LIFT)

Life insurance can help protect families, provide supplemental retirement income and efficiently pass on estates.

Learn about LIFT

Sound Strategies

Go beyond product materials with our library of engaging, digestible financial-concept content.

See the strategies

Special needs

Bring important estate planning considerations to families who have loved ones with special needs.

Explore our resources

Tax and timely topics

Tax information for you and clients in a variety of situations, along with timely topic updates.

Find resources

For financial professional use only. Not for use with the public. This material may not be reproduced in any form where it is accessible to the general public.

DOFU 10-2023

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