SPIA Solutions

Every Job Needs the Right Tool for Immediate Results


CreativeOne’s SPIA Solutions software is available on demand 24/7, offering apples-to-apples quotes from multiple carriers. Illustrate the perfect immediate annuity income fit for your clients quickly and conveniently with our latest innovation to keep your life simple. This forward thinking and convenient tool simplifies your search for success by putting the information you need to help your clients activate immediate income in one convenient location. Click on the “Run Illustration” button to get started.


PROFESSIONAL ARTICLES

SALES CONCEPTS

SPECIAL REQUEST FORMS

Run illustrations for the following with SPIA Solutions:

  • Athene
  • American General
  • American National
  • EquiTrust (EQT)
  • Global Atlantic
  • Integrity
  • Lincoln Financial Group
  • Nationwide
  • North American
  • Principal Financial
  • Sagicor
  • Symetra Life

Run Illustration


Run illustrations directly from these carriers:

Order Sales E-kit




CLIENT INFORMATION MATERIALS

  • NAIC Guide to Understanding Deferred Annuities - Fixed

    Do your clients understand the differences between the various types of annuities? This buyer’s guide, published by the National Association of Insurance Commissioners, provides information they need to know about the features and benefits of annuities when they are choosing a product to suit their needs.

  • What is the Exclusion Ratio?

    With a Single Premium Indexed Annuity, every paycheck your clients receive can be tax advantaged. Download this explanation of how the “exclusion ratio” can work in their favor.

FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC 11174 - 2010/7/9 16572 1952610

All materials are for agent use only. Not intended for the general public. Articles may contain links to third-party web sites. Any links to such third-party web sites are provided solely as a convenience to you and not as an endorsement by CreativeOne of the content on such third-party web sites, or any affiliation or association with its operators. CreativeOne is not responsible for the content of linked third-party sites, including, without limitation, any link contained in a linked site, or any changes or updates to a linked site, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party web sites.