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Category Keyword(s) Product Type Market Segment Form #
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Title: Income Assured Option Consumer Mortgage Brochure
Form #: 11560
Description: Describes how Income Assured Option can help pay off the mortgage early
Version Date: 3.22S

Title: Legacy Tithing Consumer Brochure
Form #: 2220
Description: Legacy tithing using the Income Assured Option (IAO)
Version Date: 2.20S

Title: Strategies for Small Business Owners
Form #: 12498
Description: Business planning workbook
Version Date: 4.21H

Title: Lifetime Income Rider Reference Guide
Form #: 6779
Description: Guide for consumer use that provides the key definitions and features of the Lifetime Income Rider
Version Date: 2.23C

Title: 7.19H
Form #: 5821
Description: Hypothetical case study on the variable annuity rider.
Version Date: FIVE Plus GMWB Case Study

Title: Longevity Term Fact Sheet
Form #: 12639
Description: Longevity Term 80/85 Fact Sheet
Version Date: 3.22

Title: Personalized Recruiting Brochure
Form #: 12102
Description: Life Is Better Here brochure that can be customized to help recruit independent advisors
Version Date: 5.20C

Title: Illustrated Notecard
Form #: 773
Description: Home Office illustrated by Frederic James. Blank inside.
Version Date:

Title: Lifetime Income Rider Case Study - Jeff/Lisa
Form #: 6777
Description: Case study of hypothetical couple who is still accumulating assets for their retirement and is looking for ways to transition those assets into a retirement income that can’t be outlived.
Version Date: 2.23C

Title: Cashback Life Fact Sheet
Form #: 11528
Description: Learn about the Cashback Life product specifics in this agent fact sheet
Version Date: 3.23S