Choose your legacy playbook based on your clients’ needs
Your Enhanced Death Benefit RMD-friendly playbook
Review this RMD-friendly strategy
Your Enhanced Death Benefit playbook for qualified/non-qualified funds
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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
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
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