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It’s possible with the ClassicMark
Heritage Maximizersm!
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This optional enhanced death benefit rider, available with
ClassicMark FIAs, provides a
lump-sum
death benefit after
Year 3 that’s 30% greater than the annuity’s
entire
Accumulation
Value—for an annual fee of only 0.30%.
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That’s an extra 30% added on top of
whatever
the premium has grown to.
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No medical underwriting required, and works well with
qualified and non-qualified money!
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Plus, clients enjoy these ClassicMark benefits:
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Optional upfront,
fully credited
premium bonus.
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No mandatory
charges or fees.
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10% penalty-free
withdrawals, starting
in the first year.**
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Illustrate the possibilities for your client today!
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For more information, call the Legacy Marketing
Group®
Sales Team
at 800-395-1053, Ext. 4002, or your Legacy IMO today.
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ClassicMark Forms: Series 411, 4204, 2181. AAA411 LG10 (12/22), AAA411 LG10 DP (06/23), AAA411 LG86+ (12/22), AAA411 LG86+ DP (06/23), AAA411 LG10B (12/22), AAA411 LG10B DP (06/23), AAA4204, AAA2181; ICC22 411 LG10, ICC22 411 LG86+, ICC22 411 LG10B, ICC19 4204.
Products are single premium deferred fixed indexed annuities underwritten by Americo Financial Life and Annuity Insurance Company (Americo),
Kansas City, MO, and may vary in accordance with state laws.
Products are designed and exclusively marketed by Legacy Marketing Group.
Some products and benefits may not be available in all states. Certain restrictions and variations apply.
Consult contract and riders for all limitations and exclusions.
Legacy Marketing Group and any licensed insurance agent/agency shown on this ad are independent,
authorized agents/agencies of Americo.
ClassicMark is a registered service mark,
and Heritage Maximizer is a service mark, of Legacy Marketing Group.
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Heritage Maximizer is not life insurance. Benefits are taxable as income.
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When the Accumulation Value at the end of each year equals $100,000.
Heritage Maximizer is available to issue ages 0–75 for a 0.30% annual
charge. Benefits become available three years after the rider effective date.
Additional restrictions apply.
Not available in all states.
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Withdrawals may be subject to ordinary income tax, and a 10% IRS penalty may apply to withdrawals taken before age 59½.
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AF1313v0823
18-613-1 (08/23) |
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FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS. |
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