Your New Fixed Indexed Annuity Marketing Strategy for 2026

Free training for annuity producers: use one simple question + one client statement + one powerful report to turn existing FIAs into fresh premium.

DON’T FALL BEHIND THE INDUSTRY

What this webinar covers…

Learn a simple four-step system to find prospects, analyze their existing annuities, confidently close the right cases, and then repeat the process across all of your marketing efforts.

Prospect

Use one simple question: “Did you buy an annuity over 4 years ago?” to turn casual conversations, into warm leads.

Analyze

Turn a basic policy checkup into a compelling story by showing what’s working and what’s not, so clients ask you what they should do next.

Close

Learn language that frames moving money as an upgrade to their strategy, not a sales pitch, so clients feel guided.

Repeat

use the question, the analysis, and the upgrade conversation across workshops, social, and every facet of your marketing efforts.

Why now?

What is creating the need for replacements?

Industry Insight

Some carriers are estimating 80% of apps over the next 12 months will be replacements

Treasury Lows

FIA’s sold between about 2015 and 2021 had LOW rates due to historic treasury lows

High Volume

Around $474 BILLION worth of FIAs were sold during the worst time in industry history.

About the Presenter

A 30 Year Industry Veteran

Kent Jacquay

Founder of The Index Resource Center & ALYZER

Licensed in 1995
Sold my first Indexed Annuity in 1997
Started Wholesaling in 1997
Held multiple positions at 7 different Marketing Organizations
Owned my own Marketing Organization for almost 10 years
In 2004, was on the committee that created the industry’s 1st income rider
Have been tracking fixed indexed historical performance for over 20 years
In 2019, founded the Index Resource Center