FIAs and the Value of Tax Deferral

Review this one-page sales sheet with your clients to illustrate the power of tax referral benefit of an FIA

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IRAFactSheet

Tax deferral can have a positive impact on how much wealth your clients can accumulate.

With SurePath Income, an exciting new annuity from Prudential, one of the exciting benefits you can offer your client is the ability to defer taxes. Meaning more of your client’s money stays in their account working for them.

Use this chart to illustrate how the tax deferral strategy of SurePath Income helps $100,000 in total premium grow over time when compared to taxable investments.

An annuity is intended to be a long-term, tax-deferred retirement vehicle. Earnings are taxable as ordinary income when distributed, and if withdrawn before age 59½, may be subject to a 10% federal tax penalty. If the annuity will fund an IRA or other tax qualified plan, the tax deferral feature offers no additional value. Qualified distributions from a Roth IRA are generally excluded from gross income, but taxes and penalties may apply to non-qualified distributions. Consult a tax advisor for specific information.

For Producer/Agent use only. Not intended for use with the general public.

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