North American | Performance Choice + Fidelity Top Rates!

September 10, 2020

New growth potential… with Performance Choice® 8 year

Available today! Performance Choice 8 fixed index annuity now offers new crediting strategies designed to optimize growth potential — all linked to the exclusive Fidelity Multifactor Yield Index 5% ER¹.

Available now! Fidelity Multifactor Yield Index 5% ER


Annual Point-to-Point with
Enhanced Participation Rate
(includes charge²)


Two-Year Point-to-Point with
Enhanced Participation Rate
(includes charge²)


Annual Point-to-Point
with Participation Rate


Two-Year Point-to-Point
with Participation Rate

Plus, index strategies have been refreshed

New business guidelines: New rates and crediting strategies apply to applications received in the home office or submitted through e-App on or after Sept. 8. Standard rate hold applies, please refer to the new business guidelines section on our rate sheet for pending business handling.

RegEd training requirements: If you have previously taken Performance Choice training AND have taken the newest NAC VersaChoice fixed index annuity training, this satisfies the new Performance Choice training requirement.

IMPORTANT: After Sept. 8, the new Performance Choice training is required, if the above requirement is not met.

Still need training? Get training here. (Code 20SFGNAC_02)

Get updated materials now:
Brochure: Most states | Massachusetts
Disclosure: Most states | Massachusetts
Allocation form | Quick reference guide

Ready to run an illustration?

Call Sales Support at 866-322-7066.

1. The use of the Fidelity index for the purpose of fixed index annuity contracts is exclusive to Sammons Financial Group and its subsidiaries.

2. Known as a strategy fee annual percentage in the contract. The charge is multiplied by two for the two-year crediting strategy. In exchange for a charge, the client receives an enhanced participation rate. The charge will be deducted at the end of each term, or at the time of a full surrender or a partial withdrawal that exceeds the penalty-free withdrawal amount from the accumulated value allocated to the enhanced participation rate method. The strategy charge will be deducted regardless of the interest credited to the contract and can lead to loss of premium.

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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