Subject:                                     FW: NEW Early Cash Value Rider – Get the Scoop

 

 

NEW! Early Cash Value Rider - Adding more flexibility for your business clients.




NEW!
Early Cash Value Rider

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Adding more flexibility for your business clients.

 

We are making continued improvements to our accumulation-focused Index Universal Life (IUL) product Max Accumulator+ II. Effective November 21, 2020, we are adding a NEW Early Cash Value Rider to give your business clients an expanded option that works for their specific insurance and protection needs.

This optional rider* will improve cash surrender value in early policy years and is only for business sponsored or premium finance cases.

Key highlights include:

  • Issue ages 0-75
  • Waives all surrender charges upon full surrender of the policy, unless the surrender is associated with a 1035 exchange
  • During the first 7 years, this rider provides an Early Cash Value Benefit so that the cash surrender value is never less than 50% of the total premiums paid

Ask your wholesaler for more information on this rider and make every day count!

See Bulletin 20-093

Let us help. We make it easy.

Jason Speigel

 

Jason Speigel

CLU®

VP, Senior Account Manager

513-535-2708 office

jason.speigel@aglife.com