Income Stages & Capital Accumulation
The above referenced example is not meant to make any specific product recommendations, nor is it meant to reflect actual investment results or guarantee future results. Actual results may vary. Please keep in mind that any strategy that involves investing in securities carries an inherent element of risk, and any strategy utilizing an annuity is best suited for long-term investing. Certain strategies may not apply or be suitable for all investors.
¹Guarantees associated with annuities are based on the claims-paying ability of the underlying insurance company. Surrender charges and fees may apply. Withdrawals from annuities prior to 59 ½ may be subject to a 10% IRS penalty.
²An indexed annuity may include, but is not limited to, asset fees, participation rates, caps, and/or contingent deferred sales charges.
³Variable annuities involve investing in securities and, therefore, carry an inherent element of risk. Account may lose value.
Asset Cycle Portfolio System is a registered trademark of Plug-N-Run Corp. All rights reserved. © Plug-N-Run Corp. 2011