The Advantage 5 Advisory fixed annuity can provide your clients with guaranteed, predictable growth while eliminating their downside risk. This advisory product is intended for distribution by Investment Advisor Representatives doing fee-based planning and offers:
- Predictable growth with a rate that's guaranteed for 5 years
- Protection from market loss
- Guaranteed retirement income
- Liquidity options, including 10% penalty-free withdrawals beginning year 1
Offering Fee-Based Annuities
The Advantage 5 Advisory fee-based annuity is designed to fit seamlessly into your current advisory practice. To help you get started, we provide several tools and resources designed specifically for RIAs. In addition, we make it easy to submit business, and have relationships with many of the top reporting and billing platforms to help make managing your annuity business a breeze.