Nassau Simple Annuity

What Should Your Clients Know Before Purchasing A Multi-Year Guaranteed Annuity?

Nassau Simple Annuity

What Should Your Clients Know Before Purchasing A Multi-Year Guaranteed Annuity?

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Understanding the intricacies of multi-year guaranteed annuities (MYGAs) is crucial to help your clients to make the best financial decisions for their retirement. That’s why we’ve created our essential white paper, 7 Questions To Consider Before Purchasing A Multi-Year Guaranteed Annuity. This guide will help your clients navigate the key considerations to ensure a MYGA is the right fit.

Download the white paper to provide your clients

  • Critical questions to ask before purchasing a MYGA
  • Information on withdrawal options and timing
  • Clarity on beneficiary benefits
  • Understanding on surrender charges and penalties

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

$1.5B Total Adjusted Capital3

A Company with Strong Finances

$24.3B Assets Under Management3

An Experienced, Dedicated Wealth Manager

374,000 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 6/30/24.

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 Simple Annuity (18FADTCP and ICC18FADTCP) single premium deferred fixed annuities are issued by Nassau Life and Annuity Company (Hartford, CT). Nassau Life and Annuity Company is not authorized to conduct business in ME and NY, but that is subject to change. In California, Nassau Life and Annuity Company does business as "Nassau Life and Annuity Insurance Company". 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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