|Capitalize on time clients have left until retirement
If clients are approaching retirement and need to play catch-up, you can help them capitalize on the time they have left with the new CapitalEliteSM fixed index annuity from North American.
Clients can choose from a fixed account or index account. While clients aren’t actually able to invest in the market, interest credits from the index options are based on market performance. Either way, CapitalElite gives them the opportunity to “double up” with 200% of the dollar amount of interest credited – while protecting their premium from losing value due to the market’s downswings.
|Additional client-friendly materials|
|Want to learn more?
Get current rates, forms and supplies, or contact the North American Sales Support team at 866-322-7066.
FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
Fixed Index Annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. They may not be appropriate for all clients.
Insurance products issued by North American Company for Life and Health Insurance®, West Des Moines, Iowa. Product and features/options may not be available in all states or appropriate for all clients. See product materials for further details, specific features/options, and limitations by product and state.
The CapitalEliteSM is issued on form NC/NA1004A (certificate/contract), ICC16-NA1007A.MVA/NA1007A (contract), or appropriate state variation.
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