Index Protector 5 MVA Fee-Based Annuity

The Index Protector 5 MVA fee-based annuity can help you bring value to your clients’ portfolios. This advisory product is intended for distribution by Investment Advisor Representatives doing fee-based planning and offers:

  • No early withdrawal charges
  • Market value adjustments that end after 5 years
  • Protection from market loss
  • Growth opportunity with multiple indexed strategies
  • Liquidity options, including 10% penalty-free withdrawals beginning year 1

 

Index Protector 5 MVA Calculator

 

Offering Fee-Based Annuities

The Index Protector 5 MVA fee-based annuity is designed to fit seamlessly into your current advisory practice. To help you get started, we provide several tools and resources designed specifically for RIAs including a state-of the art Portfolio Simulator. In addition, we make it easy to submit business, and have relationships with many of the top reporting and billing platforms to help make managing your annuity business a breeze.

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