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 MVAIndex 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
Ready to offer fee-based annuities?

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   
How much can my clients earn with a fee-based annuity?
Where are fee-based annuities available?
Marketing and Sales Materials
Find marketing and sales materials by expanding the categories below. You can view individual materials or download a zip file of all selected materials.

Are you an RIA looking to add these products to your platform? Contact us today to get set up!

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