At a glance
As an investment-oriented variable annuity, EliteDesigns II may help solve for wealth accumulation challenges over the long term.
- Build a robust investment portfolio tailored to your risk profile and financial goals with more than 300 underlying investment options, including alternative strategies. Or, choose from one of our Target Portfolios by Mesirow.
- Tax-deferred portfolio growth may help accumulate wealth faster.
- Manage your legacy by transferring annuity assets directly to your beneficiaries, bypassing the delays and expenses of probate. An optional death benefit for 0.35% provides the return of purchase premium (less any withdrawals and premium tax) prior to annuitization or death.1
Benefit from tax-advantaged annuity payments with the EliteDesigns II free Fixed Period Annuity Option – without sacrificing control over your contract.
Use our Fixed Period Annuity Option calculator to run hypothetical scenarios to see if you could receive more after-tax income earlier in retirement.2
Learn More About Higher After-Tax Income Earlier in Retirement
Return on investment, inflation, and taxes are three significant variables when it comes to achieving investment success. The EliteDesigns II Variable Annuity may help address these challenges.
Read more about the benefits of EliteDesigns II
Talk to your financial professional to see whether an EliteDesigns II Variable Annuity can complement your retirement portfolio.
1Owners must be age 80 or younger at the time of purchase. This Rider must be selected at the time of contract purchase.
2A combination of adverse investment performance, additional withdrawals and contract fees may reduce the payout amount. This option is not available in New York. Keep in mind this is one of a number of annuity options available under the EliteDesigns Variable Annuity and your personal situation depends on various factors including applicable tax consequences of purchasing, owning, and receiving payments under the EliteDesigns II Fixed Period Annuity Option.
30.25% for all subaccounts, except for Dimensional and Vanguard subaccounts, which are 0.65%