top of page
40% Boost, NO FEE!  First of its kind! - 11/19

40% Boost, NO FEE! First of its kind! - 11/19

This recording provides a clear overview of the SmartBoost™ Index feature and its role in fixed index annuities. It explains how the 40% accumulation value boost works, when it is applied, and how it can influence long-term contract growth. The presentation breaks down the index strategy in straightforward terms, covering how returns are measured and why the boost is offered without an additional fee. It also reviews the potential impact on both accumulation value and the death benefit under different market conditions. Overall, the session offers a balanced look at how the SmartBoost™ enhancement fits into today’s annuity landscape and what it may mean for policyholders seeking more predictable benefit growth.

Interested?

Click HERE to schedule a meeting with one of our sales managers

10371 N Oracle Road #102, Tucson, Az 85737

 contact@fsib2000.com  |   1-800-488-1923

  • LinkedIn
  • Facebook - Black Circle

This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Please note that Forward Strategies Insurance Brokerage, its affiliated companies, and their representatives do not give legal, tax or Social Security advice. Encourage your clients to consult their attorney or the Social Security Administration via their local office or online at ssa.gov.

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Financial Professionals should follow the applicable state requirements and approval requirements of the carriers they represent and their broker/dealer and registered investment adviser, if applicable.

For agent use only.

© 2021, Forward Strategies Insurance Brokerage

bottom of page