RMD and Legacy Sales Solution Show them a smarter strategy for protecting their legacy while taking RMDs.
May 2019 - Creative Edge
Great American’s NEW American Landmark 3 fixed-indexed annuity is now available for sales in Nevada and offers: Our shortest early withdrawal charge period yet, with charges that end after three years Issue ages up to age 90 Tax-deferred growth opportunity with three indexed strategies with competitive cap rates RMD-friendly systematic withdrawals A death benefit that is the greater of the account value or GMSV A simple, transparent… Read More
What sets Performance Choice Series apart? Performance Choice 8 is a deferred, flexible-premium, fixed index annuity. The value will grow at a rate based on the fixed or index account (or index accounts) chosen. Index accounts are tied to market performance, but they are not an actual investment in the stock market. In other words,… Read More
It’s a flexible premium deferred fixed index annuity built for clients focused on retirement income planning and looking for guaranteed lifetime income. Delaware Life Target Income 10℠ also delivers competitive accumulation potential and principal protection. Highlights include: There is no direct downside market risk to your money. Guaranteed growth. Receive a guaranteed level of… Read More
If not Pacific Life can help! In many instances, rolling over your clients retirement plan assets to an IRA can help them better achieve their retirement goals. Before making this decision, it’s important to review key aspects of your client’s financial situation and carefully evaluate the pros and cons that a rollover might offer. This… Read More