Retirement Materials
Basic of Annuities
Annuities: Preparing for a Secure Financial Future provides a broad overview of the types of annuities offered by Allstate and its partners.
Basics of IRAs
Allstate Financial provides essential information to prospective customers with our Basics of IRAs, IRA Rollover, and Are You Saving on Taxes brochures.
Know Your Risk Tolerance
The Know Your Risk Tolerance brochure can be used to assist you in determining a customer’s risk assessment.
Rollover and Conversion References
Get critical information at a glance with our Rollover Quick Reference Guide and Roth Conversion Timeline.
Retirement BridgeTM
This innovative, Web-based survey lets you engage customers and help them create their unique vision for retirement. Retirement Bridge can potentially deepen customer relationships and increase your financial sales.
Allstate Financial Services, LLC (AFS, LLC)
The registered broker/dealer for Allstate agents who sell securities products such as mutual funds, variable annuities and variable universal life, stocks and bonds. To learn more, call 866-853-0550.