Index Protector 7

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

 

Product Details

  • 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.
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    Please see the Product Overview below for more information.

    Learn more about why you should offer the Index Protector 7.

How much can my clients earn with Index Protector 7?
How much can my clients earn with Index Protector 7?
Optional riders
For additional income benefits, clients can add an optional rider to their Index Protector 7 contract. There is an annual charge for these riders.
IncomeDefender
  • Income payments available to start immediately after issue (if age 55+)
  • Income percentages that increase annually
  • Refund of rider charge at death if income payments have not started

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Income Keeper
  • Income payments that can start five years after the rider effective date (if age 55+)
  • Increasing income potential
  • Refund of rider charge at death if income payments have not started

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Marketing and Sales Materials
Search for marketing and sales materials then view individual materials or download a zip file of all selected materials.

Ready to Offer the Index Protector 7?

Please complete the contracting paperwork.

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

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