Many clients assume that CDs are a better option than fixed index annuities, when it comes to creating and/or preserving wealth for the future. Using Sagicor's Sage Select FIA and the accompanying tools, you can easily show them differently - by presenting the Sage Select FIA as a smarter choice.
Show clients how to enjoy benefits like these WITHOUT using CDs:
- 4% added to the single premium, 100% vested day 1
- Return of premium after year 3 (assuming no withdrawals)
- Cumulative no-penalty withdrawals, up to 50% (10% annually, beginning year 2)
- Index-linked crediting strategies for upside potential with downside protection
Show clients how to enjoy benefits like these WITHOUT using CDs:
- 4% added to the single premium, 100% vested day 1
- Return of premium after year 3 (assuming no withdrawals)
- Cumulative no-penalty withdrawals, up to 50% (10% annually, beginning year 2)
- Index-linked crediting strategies for upside potential with downside protection
