AccuMax 7 in action Meet … Mike and Lisa Henderson
Married, both currently employed Ages 60 and 57 respectively In 7 years, Mike wants to retire fully while Lisa wants to move to part-time.
Financial concerns for retirement Mike’s concerned about protecting his nest egg. He’s worked hard to save what he has, and while he’s recovered from losses before, he’s not sure he can handle any more drops. With 7 years until retirement, he wonders whether time’s still on his side. Lisa wants stability too, along with some potential to grow their retirement savings. She enjoys her current lifestyle and wants a little more assurance there won’t be dramatic spending changes when they leave the work force. She’s worked equally hard and wants retirement to be their reward for getting through the tough times. How can they both feel more confident about protecting what they have while also taking an opportunity to see it grow? How AccuMax 7 can help solve for both Mike and Lisa agree to put $100,000 into AccuMax 7. Mike gains peace of mind knowing that the money is growing, but he’d never receive less than his original premium back. Lisa appreciates that the longer term allows for a higher Participation Rate and potential for higher growth. Both appreciate the added benefit that AccuMax 7 accumulates tax deferred.
$155,000
AccuMax 7 helped Mike and Lisa turn $100,000 into $152,000 in 7 years. They met their need for growth potential without putting their premium at risk.
$145,000
$135,000
$125,000
$115,000
$105,000
$95,000
1/1/14
1/1/15
1/1/16
1/1/17
1/1/18
1/1/19
1/1/20
1/1/21
Accumulated Value
Death Benefit
This hypothetical example assumes $100,000 initial premium into the 7-Year Point-to-Point S&P 500® Index Strategy with a 50% Participation Rate and no withdrawals. The product was not available during this time frame and the index was simulated solely for comparative values. This example is for informational purposes only and is not indicative of past performance, nor intended to predict future performance of any specific product.
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