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Safe Harbor Bridging the Gap


Instantly Download the Effective “Bridging the Gap Retirement Sales Kit!”

This Instant Download for a Fixed Annuity from North American, gives your clients an income strategy to help plan for a more confident retirement that will include, no risk to their premium, upside potential and generate a guaranteed income1 for the Rest of Their Life!

This product, for your clients’ retirement money, adds no downside risk to their premium, some upside potential, and offers them the ability to generate a guaranteed income for the rest of their life!

Download the “Bridging the Gap Retirement Sales Kit” and give your clients an income strategy to help plan for a more confident retirement!

1 “Income” refers to guaranteed payment of Lifetime Payment Amounts (“LPAs”). It does not refer to interest credited to the contract. Advise clients to consult with their own tax advisor regarding tax treatment of LPAs, which will vary according to individual circumstances.

Fixed Index Annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although Fixed Index Annuities guarantee no loss of premium due to market downturns, deductions from your Accumulation Value for additional optional benefit riders could under certain scenarios exceed interest credited to your Accumulation Value, which would result in loss of premium. They may not be appropriate for all clients.

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