This piece details the roll up rate that clients will receive both when they are deferring income from their contract and taking it. It is a way for brokers to understand what their clients will be accumulating each year of the contract while they let their assets grow, and how much they are eligible to withdraw when they are taking money out of their contact. It shows that Retirement Cornerstone offers a guaranteed growth rate of 6% from 2 – 9 years depending on election, and continues at a rate of 4-8% every year after, depending on the treasury rate. This means income will move with inflation, protecting client purchasing power.
This brochure details the ‘spousal continuation’ feature of Retirement Cornerstone. It shows how much a client will grow their assets, how much they will withdraw in income, and how much they will still pass on to their beneficiary(ies) with an initial investment and the purchase of the Guaranteed Minimum Income Benefit rider. It also shows how a spouse can “step-into” the contract for no fee. This is a piece brokers can use with their clients to explain these unique features of Retirement Cornerstone.
This piece walks brokers through the main features of the Retirement Cornerstone product. In a consolidated deck, it helps give an understanding of the main features of the product and how it will be a benefit to clients.
This piece shows the living and death benefits of Retirement Cornerstone when the markets are up, and when the markets are down. It will also demonstrate how AXA and RC differentiate from the competition, specifically in down markets. Brokers can use this piece with their clients to break down all the potential scenarios and how Retirement Cornerstone will help them navigate retirement challenges.