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Choose {name}’s Premium
Choose {name}’s premium amount, which they can transfer (tax-free) from their existing annuities, life insurance, endowments, etc. through the 1035 exchange.
$50,000
$330,000
Want to invest more? Learn more.
Their funds are invested and grow over time, protected from market downturns (depending on the chosen index). Annual fees are highly competitive, so clients get the best value for their investment.
Estimated annual index crediting rate: {creditingRate}%
1%
10%
Want to invest more?
The maximum initial premium is influenced by the client’s underwriting class. Your client can obtain a coverage ratio ranging from 100% for the Secure class to 325% for the Preferred class, with the total coverage amount not exceeding $1,000,000 within the policy period
