See Performance Choice in Action
Refocus your 2021 opportunities with Performance Choice® 8
Today, take a look at your clients who may be interested in growing their retirement assets with a shorter-term 8-year fixed index annuity1 …with one that’s designed to optimize growth potential.
Then, run a quick hypothetical illustration2 to see for yourself how the Performance Choice 8 fixed index annuity is designed to do just that.
Here’s how:
- Strong crediting rates
- Exclusive3 Fidelity Multifactor Yield Index 5% ERSM, designed to deliver more consistent returns over time through one-year and two-year index strategies
- Optional enhanced index strategies, offering stronger upside potential than traditional strategies (for a charge4)
1. A surrender during the surrender charge period could result in a loss of premium. Surrender charge structure may vary by state.
2. Illustration availability varies by state. Illustrations are hypothetical and not intended to predict or project future performance.
3. Use of this Fidelity index for the purpose of fixed index annuity contracts is exclusive to Sammons Financial Group and its subsidiaries.
4. Known as a strategy fee annual percentage in the contract. The annual charge is multiplied by two for the two-year crediting strategy. In exchange for a charge, the client receives an enhanced participation rate. The charge will be deducted at the end of each term, or at the time of a full surrender or a partial withdrawal that exceeds the penalty-free withdrawal amount from the accumulated value allocated to the enhanced participation rate method. The strategy charge will be deducted regardless of the interest credited to the contract and can lead to loss of premium.