Driving Growth Through Multicultural Marketing

Globalization has shown us its influence, bringing families closer together across international borders, many of which are connected to the United States. With Hispanic Heritage Month coming up in September, it’s an ideal time to highlight the opportunities available to your clients in the annuity space. Ensure that they feel prioritized by using materials tailored specifically to their needs, such as marketing materials in their native language! Afterall, the key to success is having diverse strategies for diverse markets in order to remain competitive.

For your convenience, we provide agents and consumers with marketing materials, forms, and applications on the Agent Portal by clicking the Forms and Materials link. We encourage you to check back regularly as new non-product marketing materials are continually added to the collection, including Spanish, Chinese, Korean, Vietnamese, and many more multicultural materials!

Foreign Nationals Sales Guidelines – Annuities

Ownership Requirements & Solicitation and Sale Requirements

Agent Use Only 

Foreign Nationals Sales Guidelines (Annuities) – English

Foreign Nationals Sales Guidelines (Annuities) – Chinese

Foreign Nationals Sales Guidelines (Annuities) – Spanish

Important note: While availability varies by type of item, items may be downloaded (web link), emailed directly through the system, or printed and shipped.