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Innovating for You and Your Clients’ Fortunes

Innovating for You and Your Clients’ Fortunes. Mike Axelrod, CFP ® Director, Retirement Services Fidelity Security Life. Fidelity Security Life. Founded 1969 A.M. Best: A- Created to Innovate. FSL Today. TaxVantage FPDA TaxVantage SPDA MultiVantage 5 (MV5) annuities.fslins.com

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Innovating for You and Your Clients’ Fortunes

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  1. Innovating forYou and Your Clients’ Fortunes Mike Axelrod, CFP® Director, Retirement Services Fidelity Security Life

  2. Fidelity Security Life • Founded 1969 • A.M. Best: A- • Created to Innovate

  3. FSL Today • TaxVantage FPDA • TaxVantage SPDA • MultiVantage 5 (MV5) • annuities.fslins.com • Estate EnhancerTM • secure.fslins.com/EstateEnhancer • User Name: Estate Enhancer • Password: fslguest

  4. TaxVantage FPDA • Fixed Annuity • Qualified or Non-Qualified • Issue Ages: 18-70 (may vary by state) • 10-Year Surrender Schedule • $10 Minimum Initial Deposit • $500,000 Maximum Single Deposit • 2.5% Current Interest Rate • 2.0% Guaranteed Interest Rate • No Market Value Adjustments

  5. TaxVantage SPDA • Fixed Annuity • Qualified or Non-Qualified • Issue Ages: 18-70 (may vary by state) • 7-Year Surrender Schedule • $5,000 Minimum Initial Deposit • $500,000 Maximum Single Deposit • 2.7% Current Interest Rate • 2.0% Guaranteed Interest Rate • No Market Value Adjustments

  6. MultiVantage 5 (MV5) • Fixed Annuity • Consolidate Qualified Plans • IRA or Roth IRA • Issue Ages: 18-75 (may vary by state) • 5-Year Surrender Schedule • $10,000 Minimum Initial Deposit • $500,000 Maximum Single Deposit • 2.7% Current Interest Rate • 2.0% Guaranteed Interest Rate • No Market Value Adjustments

  7. Estate EnhancerTM • Single Premium Whole Life • Issue Ages: 50 – 85 (age last birthday) • Minimum Single Premium: $5,000 • Preferred and Standard • Non-Smoker • Smoker (cigarettes only) • Simplified Underwriting • Complete Application • Underwriting Interview • Decision

  8. Estate EnhancerTM • Permanent Institutional Confinement Benefit • 60% of Death Benefit • Maximum Benefit: $400,000 • Home Care, Assisted Living, Adult Day Care Benefit • 20% of Death Benefit • Maximum Benefit: $100,000 • Terminal Illness Accelerated Death Benefit • 75% of Death Benefit • Maximum Benefit: $500,000

  9. FSL Future • Re-Formulated Estate Enhancer • ComboAnnuity

  10. Estate EnhancerTM • Increasing Insurance Cost • Enhancing Living Benefits

  11. ComboAnnuity • Fixed Annuity with Access to Mutual Funds • Qualified Only • Three Fixed Buckets • Fixed Annuity • Transfer • DCA • Managed Mutual Fund Platform • FTJ FundChoice • Accounts Managed by FSL • Asset-Based Fee

  12. Innovating forYou and Your Clients’ Fortunes Mike Axelrod, CFP® Fidelity Security Life (816) 968-0621 Office (816) 769-9424 Mobile maxelrod@ftj.com

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