August 19, 2021
Offer your Clients a Guaranteed Legacy Strategy
$68 trillion: That’s how much money is projected to be transferred by 45 million U.S. households to their beneficiaries over the next 25 years.¹ But market swings may impede these legacy plans.
Give your clients greater certainty for their legacy strategy. Talk to them about a Choice Accumulation II fixed index annuity with an optional Enhanced Death Benefit (EDB). The EDB guarantees 7% simple growth annually for up to 15 years on your clients’ “leave behind money,” no matter which way the markets swing.²
¹ U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth, Cerulli Private Wealth.
²The optional Enhanced Death Benefit is available at an annual cost of 0.50%, assessed at the end of the contract year, based off of the Enhanced Death Benefit amount. The benefit is comprised of a guaranteed roll-up of 7.00% simple interest for 15 years based off of premiums, less withdrawals. All withdrawals will reduce the benefit. A minimum issue age of 0 and maximum age of 75 applies. If death occurs prior to the 15th contract anniversary, the EDB will stop growing.
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