Nassau Personal Income Annuity®

Is Delaying Social Security Right for Your Clients?

Nassau Personal Income Annuity®

Is Delaying Social Security Right for Your Clients?

Personal Income Annuity Couple on the beach

Sometimes it makes sense for clients to delay Social Security to increase their future benefits, while other times it may not. Help your clients make confident retirement decisions with our white paper discussing the different scenarios that impact when it's the right time to collect.

Download the white paper and gain access to:

  • Strategies to help maximize Social Security benefits
  • Insightful case studies illustrating the potential benefits of delaying withdrawals
  • Leave-behind material to reinforce your recommendations

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 use as sales material with the general public.

Product features, rider options, and availability may vary by state. Actual product details, including all terms and conditions that apply, are contained in the annuity contract. 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, its affiliated companies, and employees do not give fiduciary, legal or tax advice. Nassau Life and Annuity Company and Nassau Personal Income Annuity are NOT connected with, recommended, or endorsed by any governmental program, agency, or entity, including the Social Security Administration.

Nassau Personal Income Annuity (19FIA, ICC19EIAN, 19GLWB2 and 19ISN) 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 conduct 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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