FOR PROFESSIONALS

FIA Sales Tools

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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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Interest Rates are Up!

Interest Rates are Up! Did You Get a 1099 on Your CD?

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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: 2003-2023

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