A smart choice for safety-conscious individuals seeking financial security and growth.
Benefits of Fixed Index Annuity:
- Index-linked interest
- Safety of principal
- Tax deferral
- Guaranteed lifetime income
Protect your future.
Whether you’re preparing for retirement or already enjoying retirement, an index annuity can be a smart way to safeguard your retirement income with guaranteed returns. Index annuities offer tax-deferred growth, protection for your money against losses and lifetime income.
An index annuity may appeal to you if:
- You wish to participate in a portion of the upside of the stock market’s growth potential, while eliminating your downside market risk.
- You need to rollover a lump-sum payment from a company-sponsored retirement or pension plan.
- You want to contribute to an annuity because you’ve already contributed the maximum to your IRA or other qualified plans.
Working with your insurance professional and other trusted advisors, Reliance Standard can help you find the fixed index annuity that’s right for your needs.
The Reliance Accumulator fixed index annuity will earn interest based upon the allocation of your premium to one or more of the different Index Interest Strategies and/or the Fixed Interest Strategy. At time of withdrawal, surrender, or election of a settlement option, your annuity value will be the greater of 1) the Annuity Value – the sum of the Index Interest Strategies and the Fixed Interest Strategy, less early withdrawal charges, 2) the premium paid less withdrawals and early withdrawal charges, or 3) the Minimum Contract Value – the premium multiplied by the non-forfeiture rate (87.5%) accumulated annually at the non-forfeiture interest rate.
Additional Product Information:
To complete product training, please visit: https://secure.reged.com/TrainingPlatform/ and use Product Code "RSLI_PST_03" for the Reliance Accumulator.
The Keystone® Index annuity will earn interest based upon the allocation of your premium to one or more of the different Index Interest Strategies and/or the Fixed Interest Strategy. The annuity also provides a guarantee that your premium, less withdrawals, will earn interest at a guaranteed minimum rate over the length of the contract. At time of withdrawal, surrender or election of a settlement option, your annuity value will be the greater of the Minimum Guaranteed Value or the Value of the Index Interest Strategies and Fixed Interest Strategy, reduced in either case by the applicable Surrender Charges.
Contact your broker/agent or Annuity.Marketing@rsli.com for more information.