A Flexible Premium Deferred Annuity is a tax-deferred annuity that can be funded with multiple premium payments rather than one. This product is perfect for those looking for a sound investment but don’t want to pay a large lump sum premium.
Rate of Return
A FLEXIBLE PREMIUM DEFERRED ANNUITY MAY BE RIGHT FOR YOUR CLIENT IF THEY:
Want to start investing in a sound product.
Don't have funds available to fund a Single Premium Deferred Annuity.
Desire flexibility in their premium payment options.
Prefer to have their funds accessible.
ADDITIONAL PRODUCT INFORMATION
The Flexible Premium Deferred Annuity also comes with a terminal illness and nursing home feature, which allows the client to have complete access to their funds during a time of need.