Annuity Income Plus®
Annuity Income Plus is an institutionally priced annuity for your clients’ after-tax assets and is available to clients with an existing qualified annuity from United of Omaha. It allows annuitants to supplement their retirement income with regular annuity payments from their nonqualified assets (personal savings, investments, inheritances, etc.). With our Annuity Income Plus, they can receive a single benefit check – from a single insurer they know and trust.
Key Benefits for Plan Sponsors
- A fixed annuity for nonqualified funds
- Immediate, regular income for life or a specified period
- Increased retirement earnings, in just one benefit payment
- Multiple payment choices, with a return-of-premium option
- Institutional pricing for maximized benefits at an affordable cost
- Stability (fixed annuity payments aren't subject to market fluctuations)
Cross-Selling Opportunities
Expand your product portfolio today with Annuity Income Plus. It's a natural complement to our IRAdvantage Wealth Manager® rollover annuities for qualified money, as well as our Pension Guard® product.
Contact us to learn how Annuity Income Plus can help you consolidate and streamline your clients' wealth management strategies. And be sure to ask about our flexible commission structure.
