Index Summit 6

Index Summit 6

The Index Summit 6 is designed to help your clients grow their retirement assets by participating in market growth, reducing downside risk with floors, buffers and downside participation rates, and allowing assets to grow tax-deferred.

Please see below for current and renewal rates.

Clients must receive the Index Summit 6 prospectus prior to sale. For a complete product description, see the Product Overview located in the Marketing Materials section below.

A unique balance of growth and protection

You likely have clients seeking the upside potential of high-risk investments but who can’t afford to weather a bear market as they near retirement. The Index Summit 6 strikes a balance. 

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Details

Issue Ages

Tax Qualifications

Purchase Payments

Purchase Payment Minimums and Maximums

Fees

Early Withdrawal Charges

Free Withdrawal Allowance

Waivers

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 Summit 6

Required Materials

Other forms that may be required

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