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A 65-year-old couple can end up spending more than $315K on health care costs in retirement.*
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Help clients plan for excessive health care costs with a fixed index
annuity that offers early income payouts in as soon as 30 days** as
well as a booster that:
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Doubles payouts for single and joint annuitants. |
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Doesn’t require confinement, allowing for care anywhere. |
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Provides 2X income until the accumulation value hits zero. |
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Discover the ApexAdvantage®
FutureNow Ridersm With Booster
from “A” rated† Ameritas Life Insurance Corp.!
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For more information, call the Legacy Marketing Group®
Marketing Field Support Team, 800-395-1053, Ext. 4002.
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| In approved states, ApexAdvantage Index Annuity (Form ICC22 2707 with ICC22 2707-SCH or 2707 with 2707-SCH) and riders are issued
by Ameritas Life Insurance Corp. (Ameritas) located at 5900 O Street, Lincoln, NE 68510. Products are designed in conjunction with
Ameritas and exclusively marketed by Legacy Marketing Group. Ameritas and Legacy Marketing Group are separate, independent entities. ApexAdvantage Index Annuities are modified single premium deferred annuities that offer a fixed interest option and index interest options. The index options are not securities. Keep in mind, your clients are not participating in the market or investing in any stock or bond. Policies, index strategies, and riders may vary and may not be available in all states. Optional features and riders may have limitations, restrictions, and additional charges. Product guarantees are based on the claims-paying ability of Ameritas Life Insurance Corp. Refer to brochures for additional details. ApexAdvantage is a registered service mark, and FutureNow Rider is a service mark, of Legacy Marketing Group. Ameritas® is a registered service mark of Ameritas Life Insurance Corp. Unless otherwise specified, any person or entity referenced herein is not an affiliate of Ameritas or any of its affiliates.
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Withdrawals may be taxable and, if taken prior to age 59½, a 10% penalty tax may also apply. The information presented here is not
intended as tax or other legal advice. Ameritas, Legacy Marketing Group, and their authorized representatives do not give legal or tax
advice. It is recommended that tax advisers be consulted. |
| * |
Rebecca Lake, “How to Plan for Medical Expenses in Retirement,” Investopedia,
https://www.investopedia.com/retirement/how-plan-medical-expenses-retirement/ (October 23, 2023). |
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A Guaranteed Lifetime Withdrawal Benefit is available for a current annual charge of 1.25% for the FutureNow Rider and 1.35% for the FutureNow Rider With Booster, multiplied by the premium accumulation value during the accumulation phase and by the benefit base during the withdrawal phase.
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A (Excellent) for insurer financial strength. This is the third highest of AM Best’s 13 ratings. Rating as of 5/4/2023. Ameritas Mutual
Holding Company’s ratings include Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York.
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| AL1314v0624 |
FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. |
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