Annuities
• 7/20/2022
Fixed Indexed Annuities – Cap Crediting Strategy
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THIS VIDEO (“PRESENTATION”) HAS NOT BEEN REVIEWED OR APPROVED BY, AND IS NOT ADOPTED, SPONSORED OR ENDORSED BY, THE CARRIER OF ANY ANNUITY CONTRACT THAT IS MADE AVAILABLE ON THE SIMON PLATFORM. THIS PRESENTATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT, AND SHOULD NOT BE VIEWED AS, AN OFFER TO SELL OR SOLICITATION OF AN OFFER TO BUY ANY ANNUITY CONTRACT. THIS PRESENTATION MAY NOT BE USED IN CONJUNCTION WITH ANY SECURITY OR FINANCIAL INSTRUMENT BEING OFFERED OR SOLD.
This Presentation is intended as general background information, for educational purposes only, and this Presentation should not be used as a primary basis to make a decision to purchase an annuity contract. This Presentation is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any specific individual. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. The Presentation provides a general overview of the products described, and actual annuity contracts may differ materially from those described. No person should consider purchasing an annuity contract on the basis of this Presentation. Prior to making any decision with respect to an annuity contract, purchasers must review, as applicable, the offering document, the disclosure document, and the Buyer’s Guide which contain detailed and additional information about the annuity. Any annuity contract is subject in its entirety is to the terms and conditions imposed by the Carrier under the contract. All references to guarantees arising under an annuity contract are subject to the financial strength and claims-paying ability of Carrier. This does not constitute legal, accounting or tax advice, and the recipient should consult with his or her legal, accounting or tax adviser regarding the instruments described in this Presentation.
Please consult with your financial professional regarding this Presentation, including in regard to the meaning of terminology used in the Presentation.
This Presentation has been prepared by SIMON Markets LLC and/or SIMON Annuities and Insurance Services LLC, which is solely responsible for its content. SIMON Markets LLC and/or SIMON Annuities and Insurance Services LLC does not make any representation that it is accurate or complete or fit for any purpose.
This Presentation is intended as general background information, for educational purposes only, and this Presentation should not be used as a primary basis to make a decision to purchase an annuity contract. This Presentation is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any specific individual. The information is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. The Presentation provides a general overview of the products described, and actual annuity contracts may differ materially from those described. No person should consider purchasing an annuity contract on the basis of this Presentation. Prior to making any decision with respect to an annuity contract, purchasers must review, as applicable, the offering document, the disclosure document, and the Buyer’s Guide which contain detailed and additional information about the annuity. Any annuity contract is subject in its entirety is to the terms and conditions imposed by the Carrier under the contract. All references to guarantees arising under an annuity contract are subject to the financial strength and claims-paying ability of Carrier. This does not constitute legal, accounting or tax advice, and the recipient should consult with his or her legal, accounting or tax adviser regarding the instruments described in this Presentation.
Please consult with your financial professional regarding this Presentation, including in regard to the meaning of terminology used in the Presentation.
This Presentation has been prepared by SIMON Markets LLC and/or SIMON Annuities and Insurance Services LLC, which is solely responsible for its content. SIMON Markets LLC and/or SIMON Annuities and Insurance Services LLC does not make any representation that it is accurate or complete or fit for any purpose.