Monday, February 13, 2012

Introducing an Ultra-Exclusive Index Annuity with limited distribution

We wanted you to be one of the very first to get the details of an Ultra Exclusive Index Annuity that is going to transform the annuity landscape.

Introducing an Ultra-Exclusive Index Annuity with limited distribution

Total Value Annuity

• Up to 10% bonus*

• An Income Rider with ultra-competitive payout factors and a Home Healthcare Doubler

• Uncapped interest crediting strategy based on an Index option proprietary to SBL**

• A Death Benefit Rider option with a lump sum payout of the Death Benefit Base***

• An Income Rider Benefit Base that increases at a 4% compounded annually + any interest crediting option credits****

• A 7% street level commission

Stacking Roll-up to Income benefit Base or Death Benefit Base*****


1. Guaranteed – 4%

2. Last 10 years – 7.80%

3. Worst 10 years – 7.67%

4. Median 10 year – 9.51%

5. Best 10 years – 10.37%



Call me today to see if you qualify to offer this product! Dustin Leonard @ 800-407-4137

*Depending on state, if a rider is purchased, and age. ** Depending on market conditions, participation rates and spreads may apply in the future. *** Capped at 300% of total premium **** “compounded annually” refers to the way the Benefit Base is calculated. It is not 4% compound interest to the accumulation value and is not an amount available for withdrawal, annuitization or payoable at death. ***** Income Benefit Bast is not available for withdrawals, death benefit or annuitization. Death Benefit Base is not available for withdrawals or annuitization. The Stacking Roll-up is not interest credited to the Total Value Annuity.

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