Overview

This consumer-friendly fact sheet summarizes the key features of the TaxVantage® Multi-Year Guaranteed Annuity as well as the rules and restrictions of an annuity contract.

Product Details

The more you understand the provisions and benefits of the TaxVantage® Multi-Year Guaranteed Annuity, the better you can use it as a solution and ensure suitability for your customer’s needs.

State Availability

The resident state of the customer determines which forms to use. Each state has specific requirements so please make sure to select the appropriate jurisdiction for your customer.