A Bigger Bonus for Your Clients

Help clients boost income and benefit reserves by taking advantage of the 25% Benefits Account Value Bonus available. All first year premiums earn a 25% bonus credited to lifetime income and benefit reserves. 

In addition to traditional American Equity annuity benefits like, principal protection, guaranteed income, and 10% annual free withdrawals, the EstateShield 10 fixed index annuity offers 12 index linked crediting strategies to help grow a client’s Benefits Account Value which is used to calculate lifetime income payments and/or death benefits. 

If you have an EstateShield 10 application that has not yet been issued, and  your client would like the new bonus and rates, American Equity will require a newly signed and dated disclosure after the effective date of the change of 2/1/22.