October Webinars: Innovative Ways To Offer Guaranteed Income, Protection And Growth Potential
This month, see how to unlock more benefits, the more business you write with Nassau with our recent enhancements. Get new sales ideas to help put our comprehensive, customizable and consistent retirement solutions into action with your clients, including how to:
- Dial in flexible guaranteed income based on your clients’ unique timeline with Nassau Income Accelerator (NIA) and the Flex-Forward Income Benefit℠ rider1
- Set yourself apart in the Social Security2 and retirement planning space
- Offer growth potential three ways with Nassau Bonus Annuity Plus℠, Nassau Bonus Annuity℠ or Nassau Growth Annuity®, depending on your clients’ savings objectives
Be sure to reserve your seat today!
- A rider is required to be elected at the time of application and includes an annual fee. The Flex-Forward Income Benefit rider is only available to issue ages 50-70 of youngest covered person. The youngest covered person must be age 70 or below when the rider is exercised to be eligible for the Early Income Feature. If the rider is exercised at age 71 or older, payments will be set at the Lifetime Income Amount. See the Rider Disclosure for additional information. If the client exercises the Flex-Forward Income Benefit rider and starts taking Early Income Amount payments before the youngest Covered Person turns 59½, they may be subject to tax penalties. Please be sure to encourage your clients to discuss their situation with a tax advisor prior to exercising their rider.
- Clients can potentially use the Early Income Feature to create an income bridge to help delay filing Social Security and maximize their benefit. Individual results will vary. Nassau Life and Annuity Company, Nassau Income Accelerator and the Flex-Forward Income Benefit rider are NOT connected with, recommended, or endorsed by any governmental program, agency, or entity, including the Social Security Administration.
Meet The Hosts
Mark Fitzgerald
National Sales Manager
Troy Briggs
Wealth Management Consultant
Jake Quagliaroli
Wealth Management Consultant
Brendan Russell
Wealth Management Consultant
Stay In The Know
Disclosures
For Producer Use Only. Not for use in solicitation or advertising to the public.
Product features, rider options, and availability may vary by state. Annuity 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 Bonus Annuity Plus (23FIA4, ICC23FIA4), Nassau Income Accelerator (19FIA, ICC19EIAN, 19ISN, 19GLWB2, 22GLWB, 22GLWB1.1, 23GLWB2.1, ICC22GLWB1.1, ICC23GLWB2.1, et al.), Nassau Bonus Annuity (19FIA3, ICC19FIA3, 19GLWB3, ICC19GLWB3.1), Nassau Growth Annuity (19FIA3, ICC19FIA3N, 19GLWB3, ICC19GLWB3.1, 19ECH, ICC19ECH), Nassau Personal Income Annuity (19FIA, ICC19EIAN, 19ISN, 19GLWB2, ICC19GLWB2.1, ICC19GLWB2.2), Nassau Personal Protection Choice (19FIA, ICC19EIAN, 19RN, 19GLWB2, 19GMDB-S.1, 19EWB, ICC19GLWB2.1, ICC20EWB.1, et al.), Nassau Simple Annuity (18FADTCP and ICC18FADTCP), and Nassau MYAnnuity 5X/7X (18IFDAP and ICC18IFDAP/ICC18IFDANP) are 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. In New York, Nassau MYAnnuity 5X (17IMGA) is issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Life and Annuity Company and Nassau Life Insurance Company are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations.
Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee
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