New Income Story for Younger Demographic

Right now, most agents aren’t targeting Gen X — and that oversight is your opportunity. 

$5.9 trillion in investable assets are held by Gen X.¹

79% of Gen X households don’t have access to defined benefit plans.¹

This post-boomer generation may be particularly underserved in retirement income planning as their investable assets grow and defined benefit options dwindle. Other agents may not be paying attention.

But here’s where you come in. 

You have a unique opportunity right at your doorstep – an open, younger market for you to cultivate. 

INCOMESHIELD 

20-YEAR FULLY GUARANTEED ROLL- UP 
Available for purchase: Age 40  
Payout factors start: Age 50
Annual interest crediting: 6.5% compound interest on Income Account Value 

Our recently improved Lifetime Income Benefit Rider (LIBR) available on the IncomeShield fixed index annuity helps simplify planning with a new 20-year fully guaranteed accumulation period and 6.5% compound interest roll-up rate. 

Check out our new marketing piece showing how a client can double or even triple their Income Account Value in less than 20 years.