Tuesday, June 5, 2012

Phoenix Launches New Annuity Product - and yes it does Keep Getting Better!

The Phoenix Personal Income Annuity has been a big hit with our agents and their clients since its release...and just when you thought it couldn't get any better, it does!

Say hello to the Phoenix Personal Protection Choice Annuity! Released just yesterday, this product promises to deliver in all the areas a client most values. Adding to the already popular and competitive Income Riders, this annuity includes an Enhanced Death Benefit and an Enhanced Care Benefit.

To sum it up:

Multiple Needs - Single Solution

Secure Lifetime Income - Protect Family - Plan for Extended Care

Income Protection
Guaranteed Lifetime Income with an Income Bonus of up to 45%
Provides an additional 3% simple interest roll-up years 3-10 or until rider is exercised
Guaranteed Lifetime Income with a 14% simple interest roll-up for the first 10 years or until rider is exercised

Income Roll-Up Restart
Option to restart a new 10 year roll-up period if rider has not been exercised

Care Protection
Guaranteed Enhanced Benefit for care up to 250% of GLWB
paid for up to 5 years if confined to a nursing home and/or unable to perform 2 of 6 ADL’s

Family Protection
Enhanced Death Benefit with max benefit 250% of premium less withdrawals

Enhanced Flexibility
RMD Friendly
10% Free Withdrawals that will not trigger rider

For more detailed information and state availability, marketing material and illustrations, call today!

Ingrid Huddleston
VP Annuity Sales and Marketing
Don Boozer and Associates

No comments:

Post a Comment