INNOVATIVE ANNUITY SOLUTIONS
Simplifying Income Security.
In today’s evolving financial landscape, securing long-term income for retirement is more crucial than ever. With traditional pension plans dwindling and Social Security under strain, advisors need strategic tools to help their clients achieve lasting financial security. At 3D Advisors Inc., we provide comprehensive annuity solutions that support your business growth and empower you to deliver impactful results. Our in-depth annuity product education for advisors ensures you are equipped with the knowledge to recommend tailored solutions that align with each client's unique needs.
Browse some of our annuity resources
Indexed Annuities
Indexed Annuities: What Are They?
Learn about indexed annuities and how they differ from other fixed annuities.
Indexed Annuities: What Does It All Mean?
Definitions to common terms used when discussing indexed annuities.
Indexed Annuities: Do Your Clients Have a Strategy?
Give your clients a strategy for success! (for producer use)
Learn more about FIAs and how they can fit with your clients financial goals.
Annuitization vs. FIAs with Optional Income Riders
Compare annuitization and FIAs with optional income riders to determine what works best for your clients.
Income Planning
SINGLE PREMIUM IMMEDIATE ANNUITIES
What is a Single Premium Immediate Annuity?
(for consumer use)
MEDICAID SPIAS
Nationwide INCOME Promise Select Product Overview
An overview of the Medicaid-friendly annuity.
Nationwide INCOME Promise Select Planning Checklist
A helpful checklist showing you what information you need to gather.
Training
AML
Effective May 2, 2006, the US Treasury Department implemented a rule requiring life insurance carriers to implement a training program for all producers who sell their products that accumulate cash value or have an investment component, with the intention of arming producers to better understand and know how to detect any money laundering activities. While transactions involving Term, Long Term Care and Disability products are exempt from the Act, some carriers have decided that the rule will apply to sales of all their insurance products. As a result of this, each carrier has developed a program and they are imposing deadlines for you to comply with if you wish to transact business with them. Failure to meet their requirements will potentially result in application processing delays or worse, termination of your existing or future carrier appointment(s).
ANTI-MONEY LAUNDERING CARRIER BULLETINS
AML Producer Responsibilities for Assurity
AML Refresher Course for Great American
AML Refresher Training for Great American
Carrier Product Specific Training (PST) Requirements
