![]() “Our team has been working hard to bring to market a compelling planning vehicle that offers clients a way to reap the rewards of long-term growth trends while achieving a level of security and reliability for their hard-earned savings. “Client financial needs in retirement are a delicate balance of opportunity and risk,” said Doug George, Head of Life and Annuity for A-CAP. The Thematic Index coupled with the A-CAP insurance platform and the Retirement Plus Multiplier Annuity will allow seniors to grow their retirement returns based on a unique formula tailored to the needs of the aging senior market. The Thematic Index provides exposure to equities and fixed income, with targeted exposure to companies in the healthcare and real estate sectors that may benefit from the growth in the older population in the United States. The uniqueness of the Retirement Plus Multiplier Annuity, which is the first of its kind, is its exclusive access to the Thematic Index. The Retirement Plus Multiplier Annuity features four crediting strategies, a fixed interest account, principal protection from loss, and a choice of accumulation or income enhancing benefits to create a customized solution for retirees’ individual goals. Annuity holders will have exclusive access to the Goldman Sachs Motif Aging of America Dynamic Balance Index (“Thematic Index”). The product is available through Saybrus Partners and a select group of independent distributors. The annuity is the latest addition to a wide breadth of products issued by two of A-CAP’s insurance subsidiaries, Sentinel Security Life Insurance Company and Atlantic Coast Life Insurance Company. License 6003435.NEW YORK–(BUSINESS WIRE)–A-CAP and Saybrus Partners today announced the launch of Retirement Plus Multiplier Annuity, a single premium fixed indexed annuity. We do business as Annuity Resources Insurance Services in CA. We focus on selling MYGAs, SPIAs, and DIAs and refer those interested in other types of annuities to other insurance agencies when possible. Annuity Resources, LLC is a licensed fixed annuity producer in most states. Annuities are distributed by Annuity Resources, LLC. They may offer an annuity to you for sale. When you contact us you may speak with a licensed insurance agent in your state. Please contact us to receive the latest brochure. Annuity information on this site may not be current or applicable in your state. The materials, names, logos, brochures, etc used in our annuity reviews are property of their owners and not those of. Product availability varies based on the state you live. The reviews and annuity information on this website may not be current and may not apply in the state you live in. All guarantees are backed by the claims-paying ability of the insurance company. Annuities are not offered by the US Government, not government-guaranteed, and are not FDIC insured. Please consult with a qualified financial planner, advisor, tax, and legal advisor to determine if an annuity is right for your situation. This website is not intended to be a recommendation for you to purchase an annuity. Please work with a qualified specialist.ĭISCLAIMER: The information on this website is for educational purposes only. Interest would be taxed, but the principal would not. Non-qualified withdrawals have been taxed already, so only interest is taxed. If you withdrawal money that has never been taxed, withdrawals are 100% taxable. ![]() If your elected beneficiary is your spouse he/she can take the accumulated value without surrender charges at time of death.Īnnuities typically grow tax-deferred. The cash surrender value includes a possible surrender charge and market value adjustment unless they wait until the contract term ends. If you pass away before the end of your annuity contract, your beneficiaries will receive the cash surrender value. If you do nothing, the contract renews for the same term and rates effective at that time. Withdrawal any amount free of charges and fees.Ģ. ![]() Personal, Traditional IRA, Roth IRA, SEP-IRA, SIMPLE-IRA, 403(b).ĪK, CA, CT, DC, FL, MA, ME, MI, MN, MO, NH, NJ, NY, PR, TN, VA, VI, VT, WA, WI, WVģ0 Days prior to the end of your contract term, you will have the option to choose from the following.ġ.
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