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Let’s get together to discuss how
IncomeMark Select can address your top
retirement concerns. Contact me today
to schedule an appointment.
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[Agent/Agency Logo]
[Agent Name] [Agency Name]
[Phone Number] [E-mail Address]
[Web Address]
[State Insurance Lic. #XXXXXX]
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Information gathered from external sources is believed to be reliable; however, we make no
representations as to its completeness or accuracy. All economic and performance information is
historical and is not indicative of nor does it guarantee future results. This information should not
be construed as investment, legal, or tax advice. Unless otherwise specified, any person or entity
referenced herein is not an affiliate of Ameritas or any of its affiliates.
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In approved states, IncomeMark Select Index Annuities
(Form 2705 with 2705-B-IMS-SCH or
2705-L-IMS-SCH) and riders are issued by Ameritas Life Insurance Corp. (Ameritas). Products
are designed in conjunction with Ameritas and exclusively marketed by
Legacy Marketing Group®.
Ameritas and Legacy Marketing Group are separate, independent entities. Policies, index strategies,
and riders may vary and may not be available in all states. Optional riders may have limitations,
restrictions, and additional charges. Guarantees are based on the claims-paying ability of Ameritas Life
Insurance Corp.
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IncomeMark Select Index Annuities are single premium deferred annuities that offer a fixed interest
option and index interest options. Annuities with an index option may be referred to as equity index
annuities. The index options are not securities; you are not investing in stocks or in the indexes
themselves. Therefore credited interest does not include dividends paid by companies included in
the relevant index. The credited interest is linked, in part, to gains in any combination of indexes.
Keep in mind, you are not actually participating in the market or investing in any stock or bond. Past
performance is not an indication of future results.
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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. For application of this
information to your specific situation, you should consult an attorney.
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This information is provided by
Ameritas®,
which is a marketing name for subsidiaries of Ameritas
Mutual Holding Company, including, but not limited to: Ameritas Life Insurance Corp., 5900 O Street,
Lincoln, Nebraska 68510, and Ameritas Life Insurance Corp. of New York (licensed in New York),
1350 Broadway, Suite 2201, New York, New York 10018. Each company is solely responsible for
its own financial condition and contractual obligations. For more information about
Ameritas®,
visit ameritas.com. IncomeMark Select is a registered service mark of Legacy Marketing Group.
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*
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“Going Broke Remains Top Concern in Retirement: Survey of CPA Financial Planners,” AICPA (2/14/2019).
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**
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“EBRI Issue Brief,” Employee Benefit Research Institute (3/7/2019).
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†
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Source: www.usinflationcalculator.com.
Assumes a 50.5% cumulative rate of inflation based on the
U.S. government CPI data published on August 12, 2020.
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