Safe Return

Safe Return

Offer your clients flexibility with Safe Return. This fixed-indexed annuity offers a return of premium guarantee, a bailout on indexed strategies, and features early withdrawal charges that end after 10 years. For a complete product description, see the Product Overview in the Marketing Materials section below.

A long-term income solution with flexibility for peace of mind

The Safe Return is ideal for clients seeking competitive growth with the flexibility to access their funds if the unexpected occurs. Have a client in mind?

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Issue Ages

Tax Qualifications

Purchase Payments

Purchase Payment Minimums and Maximums

Early Withdrawal Charges

Free Withdrawal Allowance


Interest Strategies

Bailout cap

Guaranteed Minimum Surrender Value (GMSV)

Return of Premium

Payout Options

Associated Riders

Marketing Materials

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Product Brochure - Indexed Annuity

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New Business Kit

Complete the form below to access new business paperwork.

Please note, if you do not complete required training prior to your first sale, new business will be rejected and returned to you. Visit the required training page to view and complete training.
Edit Kit

New Business Kit for Safe Return

Required Materials

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