Index Achiever Advisory

Index Achiever Advisory

Intended for distribution by Investment Advisory Representatives doing fee-based planning, the Index Achiever Advisory registered index-linked annuity is designed to help your clients grow their retirement assets by participating in market growth, reducing exposure to loss and allowing assets to grow tax-deferred.

Please see below for current rates.

Clients must receive the Index Achiever Advisory prospectus prior to sale. For a complete product description, see the Product Overview in the Marketing Materials section below.

Why consider the Index Achiever Advisory?

Investing in the stock market can be a lucrative way to grow assets, but with no protection against loss, market downturns could jeopardize your clients’ retirement plans. Allocating a portion of their portfolio to the Index Achiever Advisory can help clients maintain market-linked growth opportunity while reducing their risk. 

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Issue Ages

Tax Qualifications

Purchase Payments

Purchase Payment Minimums and Maximums


Market Value Adjustment


Crediting Strategies

Performance Lock

Caps, Upside Participation Rates and Trigger Rates

Downside Protection

Payout Options

Death Benefit Value

Marketing Materials

View, download a zip file of selected materials and/or order materials to be shipped to you.

Download all of the marketing materials for this product:

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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 Index Achiever Advisory

Required Materials

Other forms that may be required

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