Index Summit 6 Pro

Index Summit 6 Pro

The Index Summit 6 Pro is designed to help your clients grow their retirement assets by participating in market growth, limiting downside risk with 50% protection against loss, and allowing assets to grow tax-deferred. With this solution, clients can enjoy higher earning potential in exchange for a contract fee.

Please see below for current and renewal rates.

Clients must receive the Index Summit 6 Pro prospectus prior to sale. For a complete product description, see the Product Overview located under the Marketing Materials section below.

A unique balance of growth and protection

You likely have clients seeking the upside potential of high-risk investments but who can’t afford to weather a bear market as they near retirement. The Index Summit 6 Pro strikes a balance by limiting risk with a downside participation rate, while also offering greater earning potential in exchange for an annual fee.

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Details

Issue Ages

Tax Qualifications

Purchase Payments

Purchase Payment Minimums and Maximums

Early Withdrawal Charges

Free Withdrawal Allowance

Waivers

Crediting Strategies

Payout Options

Fees

Downside Protection

Caps and Upside Participation Rates

Death Benefit Value

Marketing Materials

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New Business Kit

Complete the form below to access new business paperwork.

Please note, if you do not complete required training prior to your first sale, new business will be rejected and returned to you. Visit the required training page to view and complete training.
Edit Kit

New Business Kit for Index Summit 6 Pro

Required Materials

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