REBALANCE AND OPTIMIZE

Lifetime Income Security

Fixed Index Annuities and IUL strategies that provide market-linked growth potential with downside protection and guaranteed lifetime income.

The Power of Fixed Index Annuities

Our REBALANCE and OPTIMIZE strategy combines the growth potential of market indices with the security of guaranteed income, providing the perfect balance for retirement planning.

Market Upside Participation

Participate in market gains through index linking while protecting against market losses.

Downside Protection

Your principal is protected from market downturns - you never lose money due to market performance.

Guaranteed Lifetime Income

Optional income riders provide guaranteed income for life, regardless of market conditions.

$500K

Example Investment

Market Gains:Participate Up to Cap

Market Losses:$0

Guaranteed Income:For Life

Peace of Mind:Priceless

Principal Protection

Your initial investment is protected from market downturns and volatility.

Growth Potential

Participate in market gains through various index strategies and crediting methods.

Tax Advantages

Tax-deferred growth and potential for tax-free transfers through 1035 exchanges.

Flexibility

Multiple index options, crediting methods, and withdrawal strategies available.

Perfect for Retirement Planning

REBALANCE and OPTIMIZE strategies are ideal for:

Risk-Averse Investors

Those who want growth potential without the risk of losing principal.

Income Seekers

Individuals who need guaranteed income for retirement or other life goals.

Growth Oriented

Those who want to participate in market growth while protecting their downside.

Ready to Rebalance and Optimize?

Discover how Fixed Index Annuities can provide the perfect balance of growth and protection for your retirement.