Have a client that is estate planning or just inherited a Qualified Plan with an annuity in mind?
Check out the list below for your reference.
Please double-check with the annuity company as products change all the time.
Equitrust Life Insurance Company
MarketValue Index Annuity – Flexible premium deferred annuity (Income Rider Available)
MarketPower Bonus Index Annuity – Single premium deferred annuity (Income Rider Available)
MarketTen Bonus Index Annuity– Flexible premium deferred annuity (Income Rider Available)
MarketSeven Index Annuity – Flexible premium deferred annuity (Income Rider Available)
American Equity Investment Life Insurance Company
Asset Shield Annuity (No Income Rider)
Oxford Life Annuities
Royal Select Annuity (No Income Rider)
American National Insurance Company
ANICO Strategy Index Annuity Plus 7 – Single premium deferred annuity (Income Rider Available)*
ANICO Strategy Index Annuity Plus 10 – Single premium deferred annuity (Income Rider Available)*
*American National will permit the Lifetime Income Rider on the ASIA Plus FIA, however any distributions, whether withdrawals of LIR Disbursements, that exceed the annual 10% Penalty-Free Amount, will incur any applicable Surrender Charges in that year. Also, any distributions that are less than the RMD for that year will incur penalty tax. The difference between the Required Distribution and the actual distribution if less than the Required Distribution for that year will incur penalty tax.
We will be adding additional fixed indexed annuity products regularly.
If you have a question, ask me.