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It's no surprise that fixed index annuities (FIAs) with income withdrawal benefits (either built-in or as optional riders for an additional cost) have become a popular solution for clients seeking guaranteed income in retirement. What may surprise you is that the total value your client could actually receive from these withdrawals can vary substantially.
Income withdrawal riders on fixed index annuities can vary significantly when it comes to providing total income payments over your clients' life expectancy.
Have you seen the Dare to CompareSM online calculator from Allianz Life Insurance of North America?
We have been pleasantly surprised and impressed!
This new income calculator can estimate your clients' lifetime income withdrawal payments over their life expectancy, comparing the opportunity for increasing income that many Allianz annuities offer to a level payout (using a hypothetical FIA with an income rider) over the same time period.1
The calculator can help provide you with:
- Simplicity - easy-to-use calculator allows for quick results
- Comparisons - estimate the total value of income withdrawal payments over life expectancy
- Product recommendations - use the information to help make the appropriate product recommendation for your client
The calculator is designed to highlight the income feature only. Keep in mind that FIAs are designed to meet your clients' long-term needs for retirement income. They provide many benefits for your clients, including principal protection, the potential for tax-deferred growth, and a death benefit for beneficiaries. Always consider each of the features available and how they work when considering if a product is appropriate for your client's needs.
Sign-up here for a Dare to Compare online calculator overview.
Contact the Annuity Brokerage Team at Partners Advantage
to see how it works!
to see how it works!
888-251-5525, Ext. 709
For financial professional use only - not for use with the public.
1The calculator estimates using hypothetical values as well as minimum values at 0% for the client's life expectancy only. Hypothetical values are not guaranteed. Actual client results will vary by product selected, number of years they live to take income, and the actual performance of the product selected.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
Products are issued by:
Allianz Life Insurance Company of North America
5701 Golden Hills Drive, Minneapolis, MN 55416-1297
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Product and feature availability may vary by state and broker/dealer.
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