Provada Blog
 

A competitive rate and tax deferral for your mature clients

 

Posted by Bob Burton on Mon, Nov 23, 2009 @ 05:03 PM

Legacy Care®

Legacy Care® is a single premium deferred annuity that is available to clients up to age 99 and is offering 3.00% interest* - better than many CDs that your clients might have their money in today.

If you sell annuities and work in the senior market, you probably have clients who aren't getting much return on their invested dollars. Perhaps now is a great time to discuss Legacy Care®, which includes a interest rate bailout provision.
Legacy Care® offers:Mature people

  • 3.00%* current interest rate with interest rate bailout provision
  • Issue ages through 99
  • Five-year surrender schedule
  • Competitive commissions even at higher ages

* Please note that this rate is only applicable to the state of California.

For more information on this exciting program, contact Provada at 415-369-9990.

Trackback URL for "A competitive rate and tax deferral for your mature clients"

http://www.provada.com/trackback/493


Tags:
 
 

Post new comment

The content of this field is kept private and will not be shown publicly.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Allowed HTML tags: <a> <em> <strong> <cite> <code> <ul> <ol> <li> <dl> <dt> <dd>
  • Lines and paragraphs break automatically.
  • HTML tags will be transformed to conform to HTML standards.

More information about formatting options