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NEW INNOVATION: HYBRID INVESTMENT™ USES ASSET GROWTH TO FUND GUARANTEED LIFETIME INCOME1

Unlock a Lifetime of Income with a Personal Pension

Rather than working harder, let your money work smarter. With just $500k, our new Hybrid Investment™ model with a split-annuity strategy intelligently divides your funds, focusing on both growth and secure retirement income. It's straightforward: one part is prudently invested, designed to grow and restore the original principal within 10 years or less. The other part establishes a fully funded personal pension, which pays you guaranteed lifetime income starting on a date you choose. Follow the simple steps below to help create a solid financial future.

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Portfolio: $500,000
Investment
Income
Allocation
Fixed Annuity

Safe and stable growth of principal.

$37,500
N/A
7.5%
Indexed Annuity

Peak performance guarantees without downside risk.

$37,500
N/A
7.5%
Index Linked Annuity

S&P 500® returns with robust downside protection.

$50,000
N/A
10%
Investment Portfolio

Actively managed portfolio of Stocks & ETFs.

$125,000
N/A
25%
Longevity Annuity

Your private pension pays when you are ready.

$250,000
$4,855 mo.
50%
Customize Your Growth Strategy

We use our world-class selection to choose the right engine for your asset growth.

Backed by our robust analysis of 60 years of rolling index returns, we are committed to helping you achieve real and possible results. Each annuity option we offer is carefully selected to match your growth ambitions with your risk comfort level.

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No Risk
Guaranteed Growth

We use a Fixed Annuity that provides a steady growth rate, safeguarding your principal with a predictable return for the time period chosen.

Select
Low + Risk Levels
Conservative Growth

The Indexed Annuity balances potential with protection, linking returns to market performance with a guaranteed minimum cap rate.

Select
Moderate + Risk Levels
Balanced Growth

For those aiming higher, our Index Linked Annuity (RILA) offers growth potential tied closely to market indexes, with protection mechanisms in place.

Select
Custom Risk Levels
Hybrid Investment™

Combine any of these annuities with a low-cost investment portfolio for diversified growth.

Select
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Guaranteed Growth

Our Fixed Annuity provides a steady growth rate, safeguarding your principal with a predictable return.

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    Lyon, France

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