Back by Popular Demand: BCA RMD and Legacy 4% Sales Solution

RMD and Legacy Sales Solution

Show them a smarter strategy for protecting their legacy while taking RMDs.

Many clients don’t want to take Required Minimum Distributions (RMDs) but are forced to. Show them a smarter strategy for protecting their legacy while taking RMDs. The Athene® BCA® 12 2.0 FIA with the Family Endowment Rider® features up to a 4% compound annual rate and up to 4% dollar-for-dollar withdrawals:
  $1 Million Premium at age 65
  Guaranteed Values1 Non-Guaranteed
Interest Earnings2
Total RMDs
Taken at age 87
$647,456 $1,253,029
Death Benefit
Remaining
$1,107,839 $1,439,421
Combined
TOTAL
$1,755,295 $2,692,450
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For more information or to request an illustration, please contact us at 800-992-2642 today.
 
 
FOR INSURANCE PROFESSIONAL USE ONLY – NOT FOR USE WITH THE PUBLIC
 
1 Hypothetical Assumptions: $1 million premium in BCA 12 2.0 with FER with Premium Bonus, 0.00% Annual Strategy Charge, 0.85% annual Enhanced Death Benefit Rider Charge Rate, no interest credits and no other optional riders elected.
2 Hypothetical Assumptions: $1 million premium in BCA 12 2.0 with FER with Premium Bonus, 0.00% Annual Strategy Charge, 0.85% annual Enhanced Death Benefit Rider Charge Rate. Hypothetical 5.65% Annual Interest Earnings based on the average back-tested movement of the WisdomTree Siegel Strategic Value Index™ from 12/31/02 to 12/31/18. The WisdomTree Siegel Strategic Value Index was established on 12/3/18. Performance shown before this date is back-tested by applying the index strategy, which was designed with the benefit of hindsight, to historical financial data. Back-tested performance is hypothetical and has been provided for informational purposes only. Past performance is not a guarantee of future performance. Assumes withdrawals are not subject to a Withdrawal Charge, Premium Bonus Vesting Adjustment or a Market Value Adjustment (MVA).
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BCA®, Family Endowment Rider® and Balanced Allocation Lifetime Income Rider® are registered trademarks of Annexus. All rights reserved.
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