Why Protective Series Foundation?
Get a quick profile of Protective Series Foundation and why this single premium deferred fixed annuity helps support a sound retirement plan.
Consider this product for a customer who:
- Is focused on protection and guarantees
- Has a conservative risk profile
- Needs a simple product design
- Doesn’t want to lose access to principal
- Wants access to cash for emergencies
- May have a CD
Key product specs
- Minimum purchase of $10,000
- Issued from 0 – 85 for non-qualified contracts; 18 – 85 for qualified
- Fixed interest rate guaranteed for 5 years
- Optional return of premium guarantee
Built-in features to protect against unexpected life events
- Annual penalty-free withdrawals of 10% of the contract value¹
- Nursing facility confinement/terminal illness condition waiver allows the withdrawal of all or a portion of the contract value²
- Unemployment waiver permits the withdrawal of all or a portion of the contract value with no withdrawal charge²
Helpful resources on Protective Series Foundation
Ready to learn more about this solution? Just download these Protective Series Foundation annuity product materials.
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We’re here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
¹Withdrawals may be subject to income tax and if taken prior to age 59½, an additional 10% tax penalty may apply.
² Assumes all qualifications are met, may not be available in all states, and state variations may apply.