At a glance
How can Foundations Annuity, a fixed index annuity, help your clients weather today's market conditions?
Accumulation potential paired with protection against all market loss is a safe and smart strategy for your risk-averse clients nearing or already in retirement. With Foundations, your clients can choose from any combination of a Fixed Account or 11 index crediting strategies to help build a portion of their retirement savings, without risk.
- 1% Bonus on first-year Purchase Payments
- Participation in a portion of positive Index-linked gains
- Protection from all market loss
- Preservation of Principal
- 10% Free Withdrawals1
See how the Foundations Annuity works to preserve principal while allowing for accumulation.
Index Account Strategies
S&P 500® Annual Point to Point Index Account
S&P 500® Annual Average Index Account
S&P 500® Monthly Sum Index Account
S&P 500® Factor Rotator Daily RC2 7% Index Account
S&P 500® Low Volatility Daily Risk Control 5% Index Account
S&P Multi-Asset Risk Control (MARC) 5% Index
Morningstar Wide Moat Focus Barclays VC 7% Index
1After the first contract anniversary and during the surrender charge period, clients can withdraw up to 10% of Account Value, free of surrender charges or market value adjustments.
The first steps in selling Foundations:
FIAs don’t have to be complicated, and with Foundations, we’ve created content to help make it easier to educate your clients on how the product works, from client-friendly presentations to sales ideas. Use the resources linked below to start conversations with your clients.
For more information (including financial professional fact sheets and resources), contact your dedicated Sales Team.
We’re here to help your clients To and Through Retirement®.