Get lifetime income with principal protection.
With so many unknowns that could upset your plans for retirement, you’ll need to create a strategy that addresses a range of needs. Available to single and spousal clients as young as age 45 for a fee of 1.00%, SurePath Income has a built-in benefit that provides protected lifetime income that grows every day until you start taking Lifetime Withdrawals. And to help give you the peace of mind you need, SurePath Income provides 100% protection to your principal from market declines. Start off with an income bonus, and take your income when you’re ready. When you purchase SurePath Income, we create an Income Benefit Base (IBB). Initially, your Income Benefit Base is equal to your total premium plus an Income Bonus that is based on a percentage of your total premium.
$ 100,000 TOTAL PREMIUM
10 % INCOME BONUS
$ 110,000 * INCOME BENEFIT BASE
Grow your retirement income every day. You can choose to take income any time. The longer you wait to take income, the more your income for retirement will grow. If you choose to delay taking income, your Income Benefit Base will immediately begin growing at an annual 10% simple interest Roll-up Rate. And unlike other products that credit interest annually, SurePath Income credits your interest daily, so you don’t have to wait until the end of the contract year to see your Income Benefit Base grow.
* The Income Benefit Base is separate from your Account Value and is not available as a lump sum withdrawal.
4 SurePath ® Income Fixed Indexed Annuity
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