A Great “FIT” for IRA Clients Near Retirement

Downside Protection and Guaranteed Income in One Rollover…

On retirement’s doorstep, most clients lean conservatively in their 401(k) plan options.

They know they need to protect their savings. They also know they’ll need growth potential to make sure their income lasts. But most don’t know they can start right now!

If they’re over 59 ½, they may be able to roll over their money to an IRA today before they officially retire or leave their plan.1

Help them get started with FIT Guaranteed Income.

FIT Guaranteed Income

A powerful supplement to Social Security income, this versatile Single Premium Indexed Annuity offers:

• Tax-deferred growth potential.
• Four crediting options tied to major indexes – like the Russell 2000 and the S&P 500 – that allow for greater interest crediting potential than a traditional fixed annuity.
• 0% floor guarantees if markets decline to protect against losses.2
• A Guaranteed Lifetime Income Rider (GLIR)3 with an automatic 14% immediate bonus on income base, plus a 7% simple roll up rate – to help offer a robust income source that they can’t outlive.

Protection of Hard-Earned Savings

Growth Potential

Guaranteed Income for Life

A great “FIT” for your near-retirement clients now and for years to come.

Learn More about the FIT Guaranteed Income single premium indexed annuity today.

Questions?
Call the National Life Group Sales desk at 800-906-3310

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