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.
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