Protective Variable Annuity NY II B Series

Offer growth and income with Protective%%®%% Variable Annuity NY II B Series (NY only)

For customers seeking retirement asset growth opportunities, along with options for guaranteed lifetime income and legacy protection, this variable annuity is an ideal choice.

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Why Protective Variable Annuity NY II B Series?

This solution is an investment growth tool that pairs competitive guaranteed income and legacy options to help customers meet a variety of needs.

Quality investment options

Investment choices from leading fund managers and asset-allocation approaches allow customers potential for strong growth with diversification.

Strong protected lifetime income

Customers can add SecurePay 5, which offers a 5% guaranteed roll-up and competitive withdrawal rates to fuel income they can’t outlive.

Enhanced death benefit options

Provide choices to potentially increase the death benefit quarterly or annually, in addition to the standard return of purchase payments option.

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Showcase the benefits customers value

Discuss how this variable annuity can provide tax-deferred growth, legacy protection and a guaranteed income stream.

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Consider this product for a customer who:

Desires access to a guaranteed income benefit
Wants to accumulate assets using the power of market participation
Is more tolerant of risk
May prefer to choose their investment options

A couple looking happy because Protective Variable Annuity NY II B Series is a great fit for them.

Key product specs

Minimum initial purchase payment of $5,000; additional investments ($100 minimum) accepted before the 86th birthday²
Issue ages from 0-85
1.30% mortality & expense risk and administration charge
More than 80 investment options
Offers quarterly or annually enhanced death benefit options
Optional protected lifetime income benefit

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Options for enhanced protection

SecurePay 5 offers a guaranteed 5% compounding roll-up for protected growth and guaranteed lifetime withdrawals

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Help customers leave a legacy for their loved ones

The option to leave a legacy for loved ones can be an important consideration during retirement planning. Offer customers a choice of death benefits with the purchase of a variable annuity.

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More than 80 investment options for a customized solution

With this variable annuity, you can easily tailor a plan to meet customers’ specific investment goals and preferences. Access quality, highly diversified investment options or choose from a variety of model portfolios from top fund managers.

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