April 25, 2024
Coming Soon: MYGA Illustrations
Available April 29 for Multi-Year Guaranteed Annuities.
Starting Monday, April 29, you will be able to provide clients with illustrations for our RetireMax Secure 5 and Green Mountain Freedom 5 (NY) MYGAs.
- Choose SPDA Fixed Annuity as the product type. Depending on your state, you will be able to run a report for Green Mountain Freedom 5 (NY) or RetireMax Secure 5 (all other states).
- Illustrate premiums ranging from $100,000 to $2 million dollars. (Maximum premiums depend on issue age; higher amounts are available with home office approval.)
- Show guaranteed and non-guaranteed growth beyond five years.
- Personalize illustrations based on age, state, owner, and plan qualification.
- Illustrate income, including Required Minimum Distribution (RMD) withdrawals.
Annuity illustrations are not required, but they can show your clients how National Life Group MYGAs provide guaranteed growth and income potential to your clients.
