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August 4, 2020

What’s Carlos’ Best FIT?

Take a closer look at FIT Horizon Income SPDA.

Carlos is a small business owner and has built up a sizable SEP IRA. He intends on using this money to be his income in retirement at age 65.

He does not want this savings at risk and is seeking the potential for the most income possible in retirement even if it cannot be known for sure.

  • Age: 50
  • Current Savings: $250,000

FIT Delivers higher potential income:

  • Choice between two GLIR riders
    • Max Bonus focusing on income
    • Split Bonus building income and accumulation
  • Income driven by index crediting
  • Index strategies with more potential to credit interest than fixed interest vehicles