FOR PROFESSIONALS

FIA Sales Tools

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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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Credit Suisse Retiree Balanced Index

Learn further details on our Credit Suisse Retiree Balanced Index 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