This fee-based variable annuity can help you customize a retirement plan including: tax-deferred growth, investment diversification, lifetime retirement income, and legacy protection.
Why should clients consider the Protective Investors Benefit Advisory?
It’s a fee-based solution that can help you tailor a financial plan to address all of the unique retirement needs of your clients.
Get a profile of Protective Investors Benefit Advisory Variable Annuity and why it makes a wise choice for retirement income and investment flexibility.
Consider this product for a client who:
- Is focused on cost-effective growth
- Have existing high-cost annuities, and are looking to lower expenses
- Likes tax efficiency with minimal fee drag
- Wants growth potential through a wide range of investment options
- May consider non-qualified mutual funds as an alternative investment
- Wants guaranteed lifetime income
- Wishes to leave a legacy
Key product specs
- Mortality Expense & Administration Charge: 0.30%
- More than 100 funds with average expense ratio of 0.80%
- SecurePay Pro with nursing home enhancement available starting at 1.50%
Protective SecurePay Pro optional lifetime income benefit
Provides guaranteed lifetime income, plus a nursing home enhancement. SecurePay NH is designed to help meet nursing home expenses by allowing increased annual benefit withdrawal amount -adding more flexibility and security when clients need it most.
Helpful resources for Protective Investors Benefit variable annuity
Want more top-level details? Ready to take a deeper dive into the features and benefits? Just download these product materiails.
Everything you need to know to understand the full picture
At-a-glance, quick reference that highlights the features and benefits
Turnkey and do-it-yourself investment options to explore
The benefits of the Advisory Fee Deduction Program explained
Overview of the SecurePay Pro lifetime income benefit
How to turn an IRA into joint income for life
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Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.