Performance Triggered Gains

This has been a hot topic for many agents and advisors that allows client to take advantage of a flat or low yielding S&P market.

Using performace triggered gains allows your client to lock into a high fixed rate (right now between 5-6%) and the client will get that large fixed rate as long as the S&P is flat or goes up!

This product really allows your clients to get excited about the interest rate that they lock into (instead of the 2-4% that traditional fixed is offering).

So if any of your clients are looking for some better rates this might be a great option.

Surrenders run from 6-8 years

Rates are between 5-6%

2 companies currently offering this crediting strategy ("A+" and "A" rated)

Comp is 3.5%-5% street level (ask about our bonuses)