Help Boost Retiree Savings: It's Not Too Late to Catch Up

Help Boost Retiree Savings: It's Not Too Late to Catch Up

Catch-Up Strategies Revealed

Catch-Up Strategies Revealed

How To Help Your Clients Catch-Up

Are your clients feeling behind on their retirement savings? Nassau Bonus Annuity PlusSM offers an immediate boost with a premium bonus of up to 18%*, helping them catch up and grow their nest egg faster. Our solution combines this upfront bonus with strong accumulation potential, giving your clients the confidence they need to maximize their golden years.

Our white paper will help your clients by:

  • Introducing 7 effective catch-up strategies for late savers or those looking to boost their savings quickly
  • Discussing how they can maximize tax-advantaged accounts after age 50
  • Exploring Nassau Bonus Annuity Plus as a tool to help optimize the accumulation potential of their retirement savings

*The bonus amount varies by age and state. The bonus is subject to a vesting schedule and is not immediately available for withdrawal. This product includes a fee equal to 0.95% of the contract value for the duration of the surrender charge schedule (10 years, in most states). View the Product Disclosure for details.

Nassau Bonus Annuity Plus Couple watching hot air balloons fly

Five Reasons You Can Trust Nassau To Build Your Business

170+ Year Legacy1

A Storied History of Innovation

4.9★ TrustPilot Rating2

A Dedicated Service Team That Cares

$1.6B Total Adjusted Capital3

A Company with Strong Finances

$24.8B Assets Under Management3

An Experienced, Dedicated Wealth Manager

370,000 Policies & Contracts3

A Partner You & Your Clients Can Trust

Important Disclosures

1. Nassau Financial Group’s predecessor company was founded in 1851.

2. Rating for Nassau Financial Group as of 6/30/24, subject to change. Source: trustpilot.com

3. For Nassau Financial Group as of 9/30/24.

For Producer Use Only. Not for distribution to the public.

Product features and availability may vary by state. Product sales must be appropriate based on a comprehensive evaluation of the customer's financial situation, needs, and objectives. Guarantees are based on the claims-paying ability of the issuing company. Nassau does not provide financial, investment or tax advice or act as a fiduciary in the sale or service of its products.

Nassau, its affiliated companies, and employees do not give fiduciary, legal or tax advice.

Products offering a bonus may offer less favorable credited interest rates, participation, and cap rates than products not offering a bonus. Over time, the amount of the bonus may be more than offset by these less favorable rates.

Non-Security Status Disclosure - The Contract is not a Security. The Contract is not registered under the Securities Act of 1933 and is being offered and sold in reliance on an exemption therein.

Nassau Bonus Annuity Plus (23FIA4, ICC23FIA4) is a single premium deferred fixed indexed annuity issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as "Nassau Life and Annuity Insurance Company." Nassau Life and Annuity Company is not authorized to do business in ME and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group.

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee

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