Income InsuranceTM

Guarantees 5% Annual
Income For Life

The Advantages of

INCOME INSURANCETM

INCOME
GUARANTEE

5%
annual distributions
guaranteed for life if/when the wealth management account’s value reaches zero

MAINTAIN
YOUR PLAN

Assets remain
Invested

in portfolios inside the
existing wealth
management accounts

FINANCIAL
STRENGTH

A-
A.M. Best “excellent” financial strength rating*
*AM Best Financial Strength Rating, August 12, 2020

LOW
COST

0.55%
annual fee charged on the
value of assets in the wealth
management account

INCOME
GUARANTEE

5%
annual distributions
guaranteed for life if/when the wealth management account’s value reaches zero

MAINTAIN
YOUR PLAN

Assets remain
Invested

in portfolios inside the
existing wealth
management accounts

LOW
COST

0.55%
annual fee charged on the
value of assets in the wealth
management account
Assets with income protection are more likely to stay invested than assets without income protection
Helps clients adhere to their investment plan
Assets remain with the advisor and the wealth management account
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Assets with income protection are more likely to stay invested than assets without income protection
Helps clients adhere to their investment plan
Assets remain with the advisor and the wealth management account
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FOR CLIENTS, ADVISORS & FIRMS

CLIENT BENEFITS

Simplicity

Financial Security

Transparency

ADVISOR & FIRM BENEFITS

Simplicity

Consistency

Partnership

Connect & Learn More

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