Diversify your clients’ portfolios with Index Protector 7. Intended for distribution by Investment Advisor Representatives doing fee-based planning, this zero commission fixed-indexed annuity offers:
- Protection from market loss
- Growth opportunity with multiple indexed strategies
- Liquidity and lifetime income options
- Issue ages: Available for ages 0-85 for qualified and non-qualified contracts or 0-75 for inherited contracts
- Minimum purchase payment: May be purchased with a minimum amount of $100,000. Clients can add to their annuity during the first two contract months with minimum purchase payments of $25,000.
- Liquidity: During the seven-year early withdrawal charge period, clients may choose to withdraw up to 10% of the account value each year without penalty. Additionally, there is a return of premium available for clients who choose to surrender after the third contract year.
Please see the Product Overview below for more information.
Learn more about why you should offer the Index Protector 7.