FIA & MYGA Sales Tools

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Unlocking the Power of Multi-Year Guaranteed Annuities

Explore the potential opportunities with the Harbourview Multi-Year Guaranteed Annuities

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Laddering MYGAs

Learn the benefits of distributing premium across multiple durations.

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Interest Rate Accumulation

Explore growth potential with fixed rate opportunities.

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A Conservative Approach to Guaranteed Interest Accumulation

Discover the difference between a the Harbourview Fixed Annuity and a Certificate of Depsot (CD) and Online Savings Account (OSA)

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CDs vs. MYGAs

Learn more about CDs vs. MYGAs by downloading the PDF.

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MYGA Client Scenario: Income + Principal Protection

Explore with your clients how a MYGA can be a safe money alternative while providing additional income in retirement.

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MYGA Client Scenario: Leaving a Legacy

Provide insight on how a MYGA can provide your clients with ways to leave a legacy for loved ones.

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MYGA Client Scenario: Principal Protection + Guaranteed Return

Whether your clients have a low-yielding CD or MYGA or are looking to avoid market volatility, explore how a Harbourview MYGA can be strategically positioned.

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Rates That Keep Pace

At Oceanview, we believe your renewal rate should reflect the market conditions at the time your new rate period begins—not what the market looked like years ago when you first purchased your policy.

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The New 60/40 Approach

Empower Your Client’s Retirement Strategies In Today’s Dynamic Market

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Introducing The Retirement Risk Series

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Introducing Oceanview's Suite of Crediting Strategies

Simplifying Retirement Planning for Every Client

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Leaving a Legacy

See how a FIA can be used to leave a legacy for heirs and loved ones.

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Index Growth Comparison: 2005-2025

See the last 20 years of growth across the S&P 500, Russell 2000, and Nasdaq-100

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Principal Protection & Achieving Long-Term Financial Goals

See how a FIA can be strategically positioned to achieve long-term financial goals all while protecting principal.

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Anchoring Allocations

Learn how allocating your savings across multiple products and durations can “anchor” your money into competitive, guaranteed rates with better liquidity options.

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Getting Back to the Surface

Take a deep dive on overcoming losses and how a higher rate of return is needed to get back to an original account value.

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S&P 500 Crediting Strategy

Learn further details on our S&P 500 crediting strategy

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Russell 2000 Crediting Strategy

Learn further details on our Russell 2000 crediting strategies.

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Nasdaq-100 Crediting Strategy

Learn further details on our Nasdaq-100 crediting strategies.

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S&P 500 Par Rate Strategy Options

Harbourview FIA participation rate options on the S&P 500

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S&P 500 Cap Rate Strategy Options

Harbourview FIA cap rate options on the S&P 500

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S&P 500 Daily Risk Control 5% Index

Harbourview FIA S&P 500 Daily Risk Control 5% Index

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S&P 500 Daily Risk Control 10% Index

Harbourview FIA S&P 500 Daily Risk Control 10% Index