Why Get a Flexible Premium Indexed Annuity?

If you’re looking for a secure and flexible way to grow your retirement savings, our flexible premium indexed annuities can be a great option.¹

Here are some of the key benefits:

• Flexible premiums: Get started with premiums as low as $100 a month.
• Protection: Never lose a penny — money and earned interest are protected from market downturns.²
• Upside potential: Grow retirement savings based on the performance of a market index. May result in higher interest crediting than what’s offered by fixed annuities.³
• Liquidity: Access up to 10% of the accumulation value, starting in year 2, without a withdrawal charge (if available by law).
• Tax deferral: Don’t pay taxes on earned interest until you make a withdrawal.
• Plan types: Available for many plan types, including 403(b), IRA, Roth IRA, and non-qualified plans.⁴

We offer two great National Life flexible premium indexed annuities — which one should you choose?

Here are some of the differences:

Secure Growth Nine interest crediting strategies, including a declared rate account. Available for a wide age range (0-85). No fees (unless you opt for the rate booster.) Brochure | Flyer

Select Income Income you can’t outlive, provided by Guaranteed Lifetime Income Rider (GLIR). Choice between a Max Bonus GLIR and a Split Bonus GLIR. Max Bonus GLIR: Activation bonus up to 200% — the longer you wait, the larger the bonus. Split Bonus GLIR: 5% immediate interest bonus on all deposits made in the first eight years. Activation bonus up to 170%. Get double the income when it matters most:  If you become unable to perform two activities of daily living, you may be eligible to get double the income for up to 5 years (subject to restrictions). Brochure | Flyer

Next steps

• Find out what is best for you and your unique situation: Work with your agent or a financial/tax professional.
• Looking to buy a flexible premium indexed annuity, or another annuity? Request a call from a National Life agent.

1. Guarantees are dependent upon the claims-paying ability of the issuing company.
2. Rider charges continue to be deducted regardless of whether interest is credited
3. Equity indexed annuities do not directly participate in any stock or equity investments.
4. Buying an annuity within a tax-deferred retirement plan doesn’t offer extra tax benefits.

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