A solution that provides distributions, guaranteed for life, to clients with wealth management accounts (depletion insurance™)
In the example below, a 60-year old investor adds IGI to their $100,000 wealth management account, and begins taking 5% annual distributions when the account value reaches $111,880, 7 years later at age 67.
This is a hypothetical example for illustrative purposes only. It does not reflect an actual account value or the performance of any investment. The account value is not guaranteed, can fluctuate, and may lose value.
*Fee is in addition to the fee for advisory services associated with the wealth management account.