Consider this…

Your client, Rita, is 58 years old and plans to retire in five years. Working together, you have identified a $1,000/month income gap in her retirement plan. What are Rita’s options to close THE gap?

OPTION 1:  Rita could do it herself.

To increase her income at retirement, Rita would have to deposit $258,782 in a savings account with a guaranteed 3% growth rate. Over five years Rita’s savings will have grown to $300,000. With $300,000 Rita will be able to take a $1,000 distribution each month until age 88.

There is a better solution!

OPTION 2:  Rita could use FIT Guaranteed Income Single Premium Deferred Annuity (SPDA) with the Guaranteed Lifetime Income Rider (GLIR).

Rita would only need to deposit $181,332 ($77,450 less than before), to get the same $1,000 a month, and it is guaranteed for life!

Best of all, it’s GUARANTEED!

IT SPDAs are not available in NY

Visit the FIT SPDA Resource Page for More Details

Questions?

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