Annexus has just released a six-page client-approved brochure titled “The Solution for Legacy Optimization.” The marketing piece uses a hypothetical case study to demonstrate how the BalancedChoice™ Annuity with the Family Endowment Rider (FER) can help a client take their Required Minimum Distributions (RMDs) while still maximizing their legacy. You can use this brochure to at the point of sale to explain:
- The 4% compounding FER
- The dollar-for-dollar withdrawals
- Lump sum distribution
- The power of having an uncapped crediting strategy linked to the S&P