Adding an enhanced death benefit option to a Protective variable annuity can give your clients flexibility and control to support efficient wealth transfer and protect their legacy.
Client needs vary. So do our solutions.
With three levels of protection, it's easy to tailor the death benefit option on a Protective variable annuity to each client's specific situation.
Efficient wealth transfer and more
Give your clients the flexibility they need to support their unique legacy planning goals. Whether wishing to grow their benefit or looking for a simple return of premium option to avoid the hassle of probate, the choice is theirs.
Maximum Anniversary Value death benefit
Take advantage of market gains on an annual basis by locking in any additional contract value on each contract anniversary. Once locked in, the amount never falls below the highest anniversary lock-in amount, even when contract value decreases due to investment performance.
Maximum Quarterly Value death benefit
With the Quarterly Value death benefit option, clients can lock in contract value increases more frequently, providing additional opportunities to capture market gains. Once locked in, the amount will never decrease due to investment performance, ensuring a stable or growing death benefit for loved ones.
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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.