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As a financial professional, we're sure that like us, you're keeping a close eye on today's economic environment - and seeing that all the signs point to decreased interest rates. If your clients are ready to lock in guaranteed growth while capturing the positive performance of the S&P 500® Index, you've come to the right place!
Key features:
- Backed by SBLI, a rock-solid mutual company: 117 years of American ownership and straight 'A' AM Best ratings¹ (for over 45 years)
- 3-, 5- and 7-year options
- No more renewal rate decisions - all rates locked at issue for the selected guarantee period
- Issues to age 90 (non-qualified) or 85 (qualified)
- Index interest bonus crediting rider: An interest bonus is awarded if the return from the Indexed Value based on the S&P 500® Index’s performance exceeds the total guaranteed interest growth at the end of the selected interest rate guarantee period
- Terminal Illness/Nursing Home Waivers are automatically included
How it works:
At the end of the interest rate guarantee period, Market Crest™ yields the greater of two returns: Either the total accumulated value from a guaranteed fixed interest rate, or an indexed value based on the performance of the S&P 500® Index*. Any excess between these two returns will be credited as a bonus.
That's right! You now have an exclusive opportunity to offer your clients greater potential than a traditional MYGA with a reliable guaranteed rate for the full length of the term.
Complete the form here to request product information, then give me a call at 800-255-5055 to begin offering this limited-distribution annuity to your clients.
¹visit www.ambest.com for more information.
*The S&P 500® is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by The Savings Bank Mutual Life Insurance Company of Massachusetts (SBLI). Standard & Poor’s®, and S&P®, are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by The Savings Bank Mutual Life Insurance Company of Massachusetts (SBLI). The Market Crest Multi-Year Guarantee Indexed Annuity is not sponsored, endorsed, sold or promoted by, Dow Jones, S&P, or any of their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for such errors, omissions, or interruptions of the S&P 500® Index.
The Market Crest Multi-Year Guarantee Indexed Annuity is a deferred annuity contract issued by The Savings Bank Mutual Life Insurance Company of Massachusetts. Contracts are guaranteed by the claims-paying ability of The Savings Bank Mutual Life Insurance Company of Massachusetts. For the education of producers/brokers only. Not for use with the public. Products and features may not be available in all states and state variations may apply. Contract and Rider Form Series: 23‐P‐SPDAMVA, 23-R-HWMIBC, BR-5, BR-2. SBLI is a registered trademark of The Savings Bank Mutual Life Insurance Company of Massachusetts, Woburn, MA. NAIC #70435. Licensed in 49 states and DC (excludes NY). © 2024 All rights reserved. 06/24
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