Pro tips on positioning fixed and fixed index annuities with confidence in today’s environment
Hear directly from Grant Collins of S&P Dow Jones Indices and David Hall of EquiTrust, as they break down what today’s market conditions mean for your clients.
Walk away with practical strategies you can apply immediately:
Position fixed and fixed index annuities more confidently in client conversations
Translate market trends into clear client-friendly messaging
Navigate volatility and interest rate shifts with greater clarity
Identify opportunities to grow your annuity sales pipeline
This session connects S&P market insights directly to annuity positioning strategies that help drive more effective client conversations.
Grant Collins, CFA Director of Multi-Asset Indices, S&P Dow Jones Indices (S&P DJI) Insurance Solutions
Grant leads the development of multi-asset and options-based index solutions for the S&P Down Jones Indices. His work focuses on outcome-oriented strategies, including managed volatility, dynamic asset allocation, inflation hedging and retirement solutions. As a CFA charterholder, he brings deep expertise in index design and strategy, delivering solutions aligned with evolving market needs.
David Hall Senior Internal Wholesaler, EquiTrust
David partners with Marketing Organizations and agency teams to drive growth in fixed and fixed index annuity business. With 20 years of experience in fixed annuities, he supports financial professionals with practical, results-oriented strategies. He specializes in simplifying complex concepts and helping position products more effectively to support sales and long-term success.
EquiTrust does not offer investment advice to any individual or financial professional, and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.
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