An Accumulation Solution for Today’s Clients

Agents and Advisors:

We have available an accumulation annuity solution designed for today’s clients. With a wealth of benefits and internal features, this solution can help you provide the value, security, and growth your clients desire.

Take a look at the benefits below:

  • 7yr Surrender Schedule
  • Available 6% Premium Bonus* (call for state
  • availability)
  • Multiple Volatility Control Indices available
  • PAR Rates as high as 185%
  • S& P Cap Rate as High as 6.75%
  • 10% Free Withdrawal in any contract year

Submit your information to request a product guide of this
progressive solution!

    Our Selection Process for FIAs for Accumulation

    We use three criteria when picking an FIA for accumulation.

    1) Does it have at least one strategy that could have averaged 4.0% over the last 10 years using current caps/pars, etc…?
    2) Does it have multiple strategies from multiple indexes that could have averaged 4.0% or better historically?
    3) Does the carrier have a documented renewal history of doing right by their clients?

    Steps 1 and 2 narrow it down to only 7 possible annuities.

    Based on this simple three-step process, we’re able to narrow thousands of strategies down to only 3 possible annuities.

    We employ software that shows the Top 40 strategies on the market this month based on historical models. Historical models are NOT a crystal ball. Rather they are simply beneficial to eliminate the products that stand no chance of meeting the threshold.


    About ProVision Brokerage:

    ProVision Brokerage, LLC is an independently owned insurance marketing organization (IMO) focused on assisting financial advisors to meet the needs of their clients by using a solution-based approach with Annuities and Life Insurance. Our goal and mission is to provide facts and solutions for financial advisors as they seek to offer their clients safe money retirement plans and strategies. We provide ideas, concepts, facts, and expertise for those seeking a safe money alternative.