May 30, 2024

Dollar Cost Averaging Gives Competitive Edge

Freedom from one-day crediting.

Did you know that our Single Premium Deferred Annuities (SPDAs) are the only ones on the market with a Dollar Cost Averaging (DCA) option?

Why is DCA important to your clients?

  • Prevents all interest changes from being tied to a single anniversary — there are 12 indexing starting points instead of just one¹.
  • Clients can earn between 2.5% and 4% on their premium until it is allocated into an indexed crediting account(s) depending on the SPDA chosen².

Talk to your clients interested in a Single Premium Deferred Annuity about the advantages of Dollar Cost Averaging.

 

 

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  1. DCA Rider (Dollar Cost Averaging) does not guarantee an advantage over annual crediting method.
  2. Current credited rates subject to change.

TC142122(0524)1

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

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