#USA #Dallas #FIA #NexAnnuity #NexCompounder

NexAnnuity Presents Next Generation Fixed Index Annuity

NexAnnuity has recently unveiled the NexCompounder Fixed Index Annuity (FIA), an innovative financial product designed for individuals serious about enhancing their retirement savings. This new FIA offers a unique combination of growth potential, principal protection, and a customizable experience for policyholders.

A Flexible Retirement Solution

The NexCompounder FIA is specifically tailored to suit the diverse needs of retirees and investors. With a minimum initial investment set at $25,000, policyholders have the flexibility to add more premium within the first year, thus allowing them to adjust their annuity plans as their financial circumstances evolve. Furthermore, this product accommodates a variety of plan types, including Individual Retirement Accounts (IRAs), non-qualified accounts, and employer-sponsored plans, thereby broadening access to a wide range of savers.

Diverse Index Options for Growth

The NexCompounder FIA features different account options linked to several key market indices, ensuring that investors can choose a strategy that aligns with their goals:
1. SP 500® Index - A widely recognized benchmark for large-cap U.S. equities.
2. Nasdaq-100® Index (12% Volatility Control) - Concentrating on innovative growth and technology stocks with lower volatility compared to the standard Nasdaq-100® index.
3. Franklin US Core Plus Index (7.5% Volatility Control) - Adopting a multi-asset, diversified approach for balanced investing.

Interest on the annuity is credited annually based solely on positive index performance, incorporating one-year point-to-point cap rates and participation rates to optimize growth opportunities while ensuring a guaranteed floor protects the principal even amidst market volatility.

Key Features of the NexCompounder FIA

• - Tax-Deferred Growth: Earnings accumulate tax-deferred until withdrawal, offering a significant advantage for long-term investors.
• - Free Withdrawals: Policyholders can withdraw up to 10% of their contract value annually after the first policy year, contingent on maintaining minimum balance requirements.
• - Death Benefit: In the event of the policyholder's passing, the full accumulation value is paid to beneficiaries, ensuring financial security for loved ones.
• - Account Reallocation: Every contribution anniversary, policyholders can adjust their allocation strategies, facilitating responsive investment management.

A Commitment to Innovation and Customer Service

The Ohio State Life Insurance Company, in collaboration with NexAnnuity, embodies a commitment to delivering contemporary retirement solutions through the NexCompounder FIA. This latest product exemplifies how the company aims to adapt its offerings to fit the dynamic financial needs and objectives of its clients.

About NexAnnuity

Established in 2018 and headquartered in Dallas, Texas, NexAnnuity specializes in crafting retirement solutions. It operates under NexAnnuity Holdings, Inc., an insurance holding company that oversees Ohio State Life, as well as subsidiaries and affiliates engaged in various financial services like investment management, insurance distribution, and wealth management across the United States. The NexCompounder FIA and other annuity offerings from NexAnnuity promise robust flexibility and competitive advantages tailored to today's savers.

For ongoing updates or more information tailored to individual needs, interested parties can visit NexAnnuity or reach out directly.

Conclusion

The launch of the NexCompounder Fixed Index Annuity marks a significant step in modern retirement planning. By emphasizing flexibility, growth, and security, NexAnnuity continues to champion the evolving landscape of retirement savings products, meeting the diverse needs of their customers head-on.