Index Summit 6

Index Summit 6

The Index Summit 6 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.

Please see below for current and renewal rates.

Clients must receive the Index Summit 6 prospectus prior to sale. For a complete product description, see the Product Overview located in 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 strikes a balance. Find out how this product would have performed compared to the S&P 500 with the Index Summit 6 online tool!

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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

View, download a zip file of selected materials and/or order materials to be shipped to you.

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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.
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Required Materials

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