Looking for a straightforward accumulation-focused FIA without income riders or overly complex features?
Mutual of Omaha’s Ultra Advantage FIA® gives agents a clean story for clients who want upside potential, principal protection, and access to their money.
Why agents should take a look:
- 3-, 4-, 5-, 7-, and 10-Year Options
- Competitive S&P-linked index options
- Current FIA cap of 10% ranks 1st on 5-, 7-, and 10-year offerings
- Free withdrawal carryforward — 10% Penalty Free Year 1 with up to 25% available as soon as year 3
- Optional ROP Rider Available Day 1
- Now accepting inherited funds for both qualified & non-qualified assets
This can be a strong fit for MYGA, CD, and money market alternatives, clients nearing retirement, inflation concerns, and inheritance planning conversations.
Want rates, details, or help positioning Ultra Advantage?
