Help Clients Maximize Income Early in Retirement

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Share with agents this client-approved hypothetical case study on the new Lifetime Income Choice® Max Income Option. 

When a Power Series Index Annuity is issued with this option, clients can benefit from:

  • Up to 8.25% annual withdrawals (ages 72+, single life) in the early, more active years of retirement
  • Up to 4.5% lifetime withdrawals (ages 65+, single life) once the contract value has been depleted
  • 7.5% annual income credits each year income activation is deferred to help clients generate more income for life

Access our Annuities Playbook today to download this case study and more. 

Annuities Playbook