The Value of Certainty

The certainty of more money to leave behind

Choose your legacy playbook based on your clients’ needs

Your Enhanced Death Benefit RMD-friendly playbook

Review this RMD-friendly strategy

Go to playbook

Your Enhanced Death Benefit playbook for qualified/non-qualified funds

Review this legacy strategy

Go to playbook

Give your clients greater certainty for their legacy strategy.

Talk to your clients about the Enhanced Death Benefit option available (for an additional fee) through a ForeAccumulation fixed index annuity (FIA). As a portion of their retirement strategy, this benefit can help them predictably grow their legacy, regardless of market conditions.

ForeAccumulation FIA’s Enhanced Death Benefit offers

Guaranteed growth

The Enhanced Death Benefit value grows by a guaranteed annual roll up of 7% simple interest for up to 15 years.1

Lump sum death benefit

Beneficiaries may elect a lump sum payment – they’ll get the Enhanced Death Benefit or contract value – whichever is greater.2

RMD-friendly approach

The Enhanced Death Benefit features dollar-for-dollar death benefit reduction for RMD withdrawals.

Need help?

Find all the contact information to submit and service your business.

Contact us
Request a call