Customize a retirement strategy with a variable annuity that fits your business model. This fee-based solution, for clients in the state of New York, offers the benefits of tax-deferred growth, investment diversification, lifetime retirement income and legacy protection.
Why Protective Investors Benefit Advisory Variable Annuity NY?
Address your clients’ unique retirement needs with benefits that can help them:
Investing with Protective Investors Benefit Advisory Variable Annuity NY
Help clients diversify their retirement strategies with access to a competitive investment lineup and a choice of approaches to align with their goals. Our dedicated page provides complete details on investment opportunities using this solution.
Tailor options to unique income and legacy needs
With a choice of optional features, you can customize Protective Investors Benefit Advisory Variable Annuity NY to clients specific preferences and needs.
Helpful resources for Protective Investors Benefit Advisory Variable Annuity NY
Want to learn more about our fee-based variable annuity, or have clients in mind for this solution? Download these helpful resources.
We’re here for you
We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
Protective refers to Protective Life and Annuity Insurance Company (PLAIC).
Protective Investors Benefit Advisory Variable Annuity NY is a flexible premium deferred variable and fixed annuity contract issued by PLAIC in New York under policy form VDAA-2006-500. SecurePay Pro benefits are provided under rider form VDA-A-6057. Policy form numbers, product availability and product features may vary by state.
Protective does not offer or provide investment, fiduciary, financial, legal or tax advice or act in a fiduciary capacity for any client. Please consult with your investment advisor, attorney or tax advisor as needed.
Withdrawals reduce the annuity’s remaining death benefit, contract value, cash surrender value and future earnings. Withdrawals may be subject to income tax and, if taken prior to age 59½, an additional 10% IRS tax penalty may apply. More frequent withdrawals may reduce earnings more than annual withdrawals.
Variable annuities are long-term investments intended for retirement planning and involve market risk and the possible loss of principal. Investments in variable annuities are subject to fees and charges from the insurance company and the investment managers.
Investors should carefully consider the investment objectives, risks, charges and expenses of a variable annuity, any optional protected lifetime income benefit, advisory fees and the underlying investment options before investing. This and other information is contained in the prospectus for a variable annuity and its underlying investment options. Investors should read the prospectus carefully before investing. Prospectuses may be obtained by contacting PLAIC at 800-456-6330.
WEB.6024213.09.24
Protective Investors Benefit Advisory Variable Annuity NY is a flexible premium deferred variable and fixed annuity contract issued by PLAIC in New York under policy form VDAA-2006-500. SecurePay Pro benefits are provided under rider form VDA-A-6057. Policy form numbers, product availability and product features may vary by state.
Protective does not offer or provide investment, fiduciary, financial, legal or tax advice or act in a fiduciary capacity for any client. Please consult with your investment advisor, attorney or tax advisor as needed.
Withdrawals reduce the annuity’s remaining death benefit, contract value, cash surrender value and future earnings. Withdrawals may be subject to income tax and, if taken prior to age 59½, an additional 10% IRS tax penalty may apply. More frequent withdrawals may reduce earnings more than annual withdrawals.
Variable annuities are long-term investments intended for retirement planning and involve market risk and the possible loss of principal. Investments in variable annuities are subject to fees and charges from the insurance company and the investment managers.
Investors should carefully consider the investment objectives, risks, charges and expenses of a variable annuity, any optional protected lifetime income benefit, advisory fees and the underlying investment options before investing. This and other information is contained in the prospectus for a variable annuity and its underlying investment options. Investors should read the prospectus carefully before investing. Prospectuses may be obtained by contacting PLAIC at 800-456-6330.
WEB.6024213.09.24