New Marketing Tool: Enhanced Death Benefit Options for EstateShield 10

Today’s retirement generation faces a lot of unknowns. By setting aside a portion of their portfolio into a fixed index annuity like the EstateShield 10, they will know that they can have an income stream for as long as they need and that there is a clear legacy for their loved ones. 

The EstateShield 10 offers a no fee Lifetime Income Benefit Rider that helps grow income reserves over time while also building enhanced death benefit options that give beneficiaries a choice in how payments are received.
 

Two Payout Options for Loved Ones 

Enhanced Death Benefit Payment Options 

Lump sum
75% of Benefits Account Value (BAV) at date of death

Multiple payments
100% of BAV at date of death, equal payments over 5 years  

 

How EstateShield 10 works for clients and beneficiaries

To demonstrate how the EstateShield 10 builds income and legacy benefits, we prepared a client-ready flyer that walks through 10 years of accumulation and outlines potential payout options for enhanced death benefits.  

For more information about other exciting features on this enhanced income fixed index annuity, visit our interactive site for client-ready resources.