July 14, 2020
What’s Donna’s Best FIT?
Four Products Your Lump-Sum Premium Customer — and You — Will Love!
Donna left her old job and wants to move her 401(k) to an IRA. She plans to use the money as a bridge when she retires at 60 to delay taking Social Security until age 65. She doesn’t want this savings at risk but is seeking more potential interest than she can get at a bank.
Age: 52
Current Savings: $250,000
FIT Horizon Growth delivers:
More upside potential than other safe money options through:
- Higher caps and participation rates than our other SPDAs
- Option to use Rate Booster1
- Index strategies with more potential to credit interest than fixed interest vehicles
- Tax-deferred growth
- Optional Legacy Death Benefit Rider2 for customers planning for their heirs.
Learn more about FIT Horizon Growth
Questions?
Contact National Life Group Sales Desk at 800-906-3310.
1 Rate Booster only benefits interest crediting during periods where interest is credited to that strategy. If no indexed interest is credited for that period, Rate Booster will have no effect. There is an annual charge for this rider.
2 There is an annual charge for this rider.
