Income 150+ SE fixed index annuity

“Boost” their income for life – on day one

Products and product features are subject to state and firm variations and availability. Contact your back office or the Global Atlantic sales desk for product availability.

Guaranteed income sooner – or later. Your client gets to choose.

For clients who are ready to retire and want to start receiving their lifetime income immediately, Income 150+ SE Fixed index annuity (FIA) offers a 20% income boost to their withdrawal base on day one.1,2 For those that are further away from retirement, and have not activated income withdrawal, they get additional withdrawal base growth with 7.5% income boosts annually on years 2 through 5.

And if income has not been activated by year 10 – they will receive a boost to the withdrawal base that is equal to 150% of the interest credits applied to the contract value in years 1 through 9.

What if they have a healthcare setback and need extra income? For no added cost, if all the criteria are met, Income 150+ includes the Income Enhancement Benefit that will double your client’s guaranteed annual income amount for up to five years if they are unable to perform two or more Activities of Daily Living (ADLs).3,4


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Income 150+ SE FIA calculator

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Income 150+ FIA resources

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Linked Indices

Share any of the links below to help your customers understand how these crediting methods and indices work.

 

BlackRock iBLD Diversa® VC7 ER Index Website
MSCI EAFE Index Website
Russell 2000 Index Website
PIMCO Balanced Index Website
Franklin US Index Website
S&P 500® Index Website

Indices are not available for direct investment.

Crediting Strategies

When considering a fixed index annuity, it is important to evaluate all of the product’s available interest crediting strategies to determine which strategy – or combination of strategies – works best for your client’s retirement goals.

 

 

Crediting methods and indices are subject to state availability and variations.

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