Solutions To Fit Your Clients' Needs
We offer a suite of advisory products to accommodate your clients’ varying needs. Our products include the Index Protector 4, Index Protector 5 MVA, Index Protector 7 fixed-indexed annuities and the Advantage 5 Advisory fixed annuity which are intended for distribution by Investment Advisor Representatives doing fee-based planning. These zero commission annuities offer:
- Protection from market loss
- Growth opportunity
- Liquidity options
| Advantage 5 Advisory Fixed Annuity | Index Protector 4 Fixed-Indexed Annuity | Index Protector 5 MVA Fixed-Indexed Annuity | Index Protector 7 Fixed-Indexed Annuity | |
|---|---|---|---|---|
| Principal protection | ✓ | ✓ | ✓ | ✓ |
| Multiple declared rate strategies | ✓ | |||
| Multiple indexed strategies | ✓ | ✓ | ✓ | |
| 10% free withdrawals | ✓ | ✓ | ✓ | |
| Early withdrawal charges | ✓ | ✓ | ✓ | |
| Market value adjustments | ✓ | ✓ | ✓ | |
| Tax-deferred growth | ✓ | ✓ | ✓ | ✓ |
| Optional riders for guaranteed lifetime income | ✓ | |||
| Return of Premium | ✓ |
Learn more about why you should offer fee-based annuities.
Are you an RIA looking to add these products to your platform? Contact us today to get set up!
