Consider FIT Retirement Series for Non-Qualified Strategies

Clients looking to supplement their retirement income strategy with a non-qualified annuity can certainly turn to our new flexible premium indexed annuity product.

As a non-qualified annuity, FIT products have many benefits including:

• Higher contribution amounts than most qualified products1
• No additional income tax on original post-tax contribution amounts, just on any earnings down the road2
• No earned income requirementsNo restrictions from any other plans or products they may own
• No Required Minimum Distributions (RMDs) at 70 ½3
• No 10% early distribution penalties on the return of original investment amounts, just on earnings
• No probate, and no 10% early penalty or surrender charges for beneficiaries, and
• More distribution options for non-spousal beneficiaries

Plus, all FIT Retirement Series annuities offer:

Tax-Deferred Growth           5 Crediting Options        Retirement Income for Life

Learn More

Learn more about all four FIT products or pick a FIT: