RMD and Legacy Sales Solution
Show them a smarter strategy for protecting their legacy while taking RMDs.
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| 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: |
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$1 Million Premium at age 65 |
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Guaranteed Values1 |
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Non-Guaranteed
Interest Earnings2 |
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Total RMDs
Taken at age 87 |
$647,456 |
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$1,253,029 |
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Death Benefit
Remaining |
$1,107,839 |
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$1,439,421
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Combined
TOTAL |
$1,755,295 |
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$2,692,450 |
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For more information or to request an illustration, please contact us at 800-992-2642 today. |
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FOR INSURANCE PROFESSIONAL USE ONLY – NOT FOR USE WITH THE PUBLIC
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| 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. |
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| 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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© 2019 Annexus®
BCA®, Family Endowment Rider® and Balanced Allocation Lifetime Income Rider® are registered trademarks of Annexus. All rights reserved. |
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