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Special Event: Talking FIAs & Indices with EquiTrust, Barclays

Have you ever wondered how a volatility-controlled index is designed? What are some of the benefits of a volatility-controlled index for your clients? And how can a fixed indexed annuity with this index help your clients currently using a Roth IRA?

Find the answers to these questions, and ask your questions during this podcast-style discussion with Jeff Barnes of EquiTrust and Alexander Haugh of Barclays during this exclusive AIPMA live event!

AIP Marketing Alliance is hosting an informational conversation on Thursday, February 11th at 2 p.m. EST to discuss how the Barclays Focus50 Index(TM) seeks growth opportunities while limiting volatility through exposure to a dynamic combination of U.S. stocks and U.S. Treasury Indices. Currently, EquiTrust fixed indexed annuity products include the Barclays Focus50 Index for this reason.

This “live” conversation will feature answers to the following questions:

  • What the benefits are to volatility controlled index?
  • What is the Barclay’s process when designing a volatility controlled index?
  • What are the benefits and actual design of the Focus50 Index?
  • What are the EquiTrust FIA offerings which use the Focus50?

At the end of the conversation, Jeff Barnes also will share a sales idea on Roth Conversions using fixed indexed annuities. Pre-registration is required for this online event, and you can register by clicking this link.

NOTE: This podcast session contains content and discussion for financial professionals ONLY, and registration is limited to AIPMA members, wholesalers, and agents. Registrations will be reviewed by AIPMA’s team to confirm attendance for this event.

About Our Featured Guest

Barclays Director Alexander Haugh manages client coverage for Barclays’ Cross Asset Sales insurance team, providing insurance companies with equity derivatives solutions to meet their hedging, investment, & risk management needs. He also assists with marketing and wholesaler support within distribution, leading training and education initiatives within client offices and conferences. Prior to joining Barclays in 2007, he worked as a management consultant for AT Kearney and REL Consulting, where he assisted clients to improve profits in logistics & working capital management functions. Alex holds a BA in American Studies & MA in Communication from Stanford University, and an MBA (with Honors) from Columbia Business School.

Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services. For Producer Use Only. AC21-F50-1015

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2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897

About Us

For more than 40 years, AIP Marketing Alliance (AIPMA), an Integrity Company, serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR THE MEDICARE PROGRAM. Copyright 2024