Have fee averse clients? Help them go the fee-free route with a FlexMark Select FIA from Ameritas.
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Rate Change Notification
Rates are changing,
effective 5/5/2024,
on Legacy exclusive products.
Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.
Looking for No Fees? No Problem.
Do you have clients who want strong accumulation potential + income + liquidity … without charges or fees?
Go the fee-free route with a FlexMark Select® fixed index annuity from Ameritas Life Insurance Corp. This “build-your-own” annuity can be customized to address multiple client concerns, including a fee-free retirement.
Free income rider:*,**
Annual step-up opportunity for life.
Competitive guaranteed roll-up.
Strong no-cost accumulation opportunities:
Seven fee-free index strategies (five with uncapped participation).
Higher rates for accumulation values of $200,000 or more.
Extra one-time 10% emergency access after Year 1, automatically included:*,††
On top of annual 10% penalty-free withdrawals.*
During the policy’s first 10 years, a surrender charge and market value adjustment may apply to withdrawals and surrenders that are greater than the penalty-free amount.
Ask about upgraded rate and rider options, too. With a wide range of selections, FlexMark Select might be one of the most versatile FIAs on the market!
FlexMark Logo
Call the Legacy Marketing Group® Marketing Field Support Team at 8003951053, Ext. 4002, or your IMO.
In approved states, FlexMark Select Index Annuities (Form 2705 with 2705-SCH or 2705-SCH-L) and riders are issued by Ameritas Life Insurance Corp. (Ameritas) located at 5900 O Street, Lincoln, NE 68510. Products are designed in conjunction with Ameritas and exclusively marketed by Legacy Marketing Group. Ameritas and Legacy Marketing Group are separate, independent entities. FlexMark Select Index Annuities are single premium deferred annuities that offer a fixed interest option and index interest options. The index options are not securities. Keep in mind, your clients are not participating in the market or investing in any stock or bond. Policies, index strategies, and riders may vary and may not be available in all states. Optional features and riders may have limitations, restrictions, and additional charges. Product guarantees are based on the claims-paying ability of Ameritas Life Insurance Corp. Refer to brochures for additional details. FlexMark Select is a registered service mark of Legacy Marketing Group. Ameritas® is a registered service mark of Ameritas Life Insurance Corp. Unless otherwise specified, any person or entity referenced herein is not an affiliate of Ameritas or any of its affiliates.
* Keep in mind that withdrawals are taxable events and may be subject to income tax. If withdrawals are made before age 59½, they also may be subject to an IRS penalty tax. Ameritas, Legacy Marketing Group, and their authorized representatives do not give legal or tax advice. It is recommended that tax advisers be consulted.
** Income rider not available with certain tax-qualified plan types.
Two-year index options are not available in all states.
†† Not available in California. Refer to the contract for qualifying emergency events.