[Client-Ready Case Study] See How a 200% Increase in Income Helps After a Health Event

Unexpected costs, including care in the wake of health events, can pose a significant burden for many individuals and their long-term income strategy. Let’s take a look at a hypothetical example of how an IncomeShield fixed index annuity might help. 

Meet Natalie

At age 60, Natalie decided to purchase an IncomeShield annuity, with Lifetime Income Benefit Rider and Wellbeing Benefit. Nine years later, Natalie slipped and fell while walking her dog. Now, unable to perform two of six Activities of Daily Living (ADLs), she activated the Wellbeing Benefit on her IncomeShield annuity and is receiving double her income payment, which helps her cover increased expenses while she recovers. 

Use this client-ready infographic and case study to share Natalie’s story, and help your clients see how IncomeShield with Lifetime Income Benefit Rider and Wellbeing Benefits works for them when health events occur.