Investment and Retirement

NEW! Annuity Settlement Option

Offer your clients the all new gradual inheritance option, which allows them to choose when and how their death benefit will be paid to their beneficiaries.

Your investment clients may now choose to transfer all or part of their death benefit proceeds into  an annuity, allowing for gradual income  payments to their beneficiaries over a specified period of time.

This option is free of charge and easy to set up - it is now offered to all new and existing investment contracts. Simply fill out the "Annuity Settlement Option" (FRA1744) form available on our secure website.

 

Click here to learn more about the features and benefits of the gradual inheritance option.

Click here for the "Annuity Settlement Option" (FRA1744) form.