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Flexibility Now Multiplied

On Monday, October 26, we’re introducing powerful enhancements to our annuity lineup, so you can deliver greater certainty, flexibility, and support to your clients when it matters most.

Sign up for training to learn how these enhancements will help you strengthen conversations around retirement and address client needs.

Training Opportunities

New Index Choices for Crediting Options

Cap Rate Lock

Trigger Rate Lock

Income Multiplier

Chronic Illness Rider

Comprehensive Waiter Riders

What’s new with our waiver riders?

  • Chronic Illness Rider*
  • Waiver Riders now available for all single and flexible premium indexed annuities, as well as for RetireMax Secure Multi-Year Guaranteed Annuity (MYGA)**

When eligible, waiver riders may allow clients to access funds without:

  • Withdrawal charges
  • Bonus recapture (if applicable)
  • Market Value Adjustment (MVAs)

Riders are automatically included at no additional cost, subject to state availability, with benefits beginning in year 2.

Before launch, make sure to review the transition rules so you know what to expect for business already in progress.

View Transition Rules

 

 

 

 

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