How can Jay Close his Retirement Income Gap?

You Can Help Jay be FIT for Life

Jay’s Situation

Age 57
Status:
Near Retirement, Married
Current Savings:
$150,000
Primary Goal:
Predictable Income for Life

 

Jay’s Solution

FIT Guaranteed Income offers:
• Tax-deferred growth potential, with a choice of crediting strategies – some linked to major indexes like the Russell 2000 and S&P 500.
• Premiums paid and interest earned guaranteed against loss due to market volatility with the 0% floor.1
• 10% penalty-free withdrawals beginning in year 2, as available by law.
• Choice to take retirement income he won’t outlive.

 

FIT SPDAs are not available in NY.


 

Jay has led a fulfilling career but was late to start saving for retirement. Naturally, as he approaches the big day, he is starting to worry about how to handle his assets and how long they will last. He needs help with turning his hard-earned nest egg into to a lifetime of income.

How does FIT Guaranteed Income help Jay?  With an immediate bonus. 

The annuity’s Bonus Guaranteed Lifetime Income Rider will “kick start” his Benefit Calculation Base with a 14% immediate bonus, followed by a 7% simple roll up rate until the earlier of income election or the 20th policy anniversary.

 

Learn More on our SPDA Resource Page


 

Questions?

Call the National Life Group Sales desk at 800-906-3310 Option 1.

 

 

  1. Assuming no withdrawals during the withdrawal charge period. Rider charges continue to be deducted regardless of whether interest is credited. Indexed annuities do not directly participate in any stock or equity investments.

TC108190(0619)3