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We have access to the highest guaranteed fixed interest rates that we offer and allows your client to customize the product to best fit his or her needs. It’s a single premium Multi-Year Guaranteed Annuity series with a 2- and 5-year rate guarantee period to choose from. Optional free withdrawal benefits are available on the 2-year version for a slightly reduced interest rate. Optional free withdrawal benefits are not available on the 5-year version at this time. Spousal continuation at death is automatically included. If your client is looking for the highest guaranteed interest rate possible, then go Elite!
Investment Specs
GROWTH YOU CAN COUNT ON
Your premium will earn a guaranteed compound rate of interest for the guarantee period you choose, regardless of how the stock market performs. This guarantee period can be 2 or 5 years.
WITHOUT A LONG COMMITMENT*
After the initial 2- or 5-year guarantee period, you will have the opportunity to access the full value of your annuity. If you are pleased with your growth, you can continue your contract for another guarantee period.
PRINCIPAL PROTECTION
Are you tired of stock market ups
and downs? Your funds in the Secure SavingsTM annuity are 100% principal protected. As long as you keep your annuity for the guarantee period, your principal and interest earned are fully guaranteed.
TAX DEFERRAL
All interest earned is tax deferred. You won’t pay taxes on any interest until you access the funds in your annuity.
ACCESS TO FUNDS FOR LIFE’S CURVEBALLS
Liquidity options may be available depending on the product and guarantee period chosen. After the guarantee period, you can always access the full account value of your annuity.
INCOME OPTIONS
Upon maturity and at the end of each guarantee period, you can convert your annuity into a guaranteed income benefit.
WEALTH TRANSFER
If Secure SavingsTM is elected, the full account value is available to your loved ones after your death. If Secure SavingsTM Elite is elected, the cash surrender value is available after your death. Under both versions, if your spouse is your beneficiary, then he or she can always choose to continue the policy.
Call Us Today! (855) 664-5660, (828) 513-5045