Index Protector 5

Index Protector 5

Diversify your clients’ portfolios with Index Protector 5. Intended for distribution by advisors doing fee-based planning, this zero commission fixed-indexed annuity offers: 
• Protection from market loss
• Growth opportunity with multiple indexed strategies
• No early withdrawal charges
• Market Value Adjustments (MVA) that end after 5 years 

For a complete product description, see the Product Overview located in the Marketing Materials section below.

Protection from rising interest rates and falling equity markets

For clients seeking to supplement their portfolio with greater growth opportunity and no market risk, the Index Protector 5 could be the answer. Download the product positioning flier to see how this fixed income alternative fits into a portfolio.

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Details

Issue Ages

Tax Qualifications

Purchase Payments

Purchase Payment Minimums and Maximums

Market Value Adjustment

Free Withdrawal Allowance

Waivers

Interest Strategies

Bailout Feature

Guaranteed Minimum Surrender Value (GMSV)

Payout Options

Marketing Materials

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Product Brochure - Fee-Based Annuity

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New Business Kit

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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.
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New Business Kit for Index Protector 5

Required Materials

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