TruStage Introduces Innovative ZoneChoice Advantage Annuity for Flexible Retirement Planning

TruStage Introduces the ZoneChoice Advantage Annuity



In a groundbreaking move for retirement investment strategies, TruStage recently unveiled its new product, the ZoneChoice Advantage Annuity. This innovative annuity, backed by MEMBERS Life Insurance Company, aims to empower investors with tools for enhanced flexibility and strategic financial planning, especially in unpredictable market conditions.

The Vision Behind ZoneChoice Advantage


TruStage, a well-regarded name in the insurance and financial services sector, has consistently prioritized addressing the needs of middle-market consumers. With the launch of the ZoneChoice Advantage, the company reinforces its commitment to offering versatile financial solutions that can adapt to varying economic landscapes.

The ZoneChoice Advantage Annuity includes two unique crediting strategies: Boost and Dual Step. Each is designed to help investors navigate the complexities of market fluctuations while seeking potential returns.

  • - Boost Strategy: This approach allows clients to leverage market upswings while also providing significant returns during stagnant or declining markets. It’s about making the most of every situation without undue risk.
  • - Dual Step Strategy: This strategy ensures that if market performance exceeds a specified buffer, investors will receive guaranteed positive returns. This guarantees growth potential even in the face of slight market downturns. By offering these strategies, TruStage aims to enhance client confidence in their investment choices.

Expanding Options for Investors


Notably, the ZoneChoice Advantage Annuity expands the eligibility criteria to include inherited IRAs. Beneficiaries facing the 10-year distribution rule can now better plan their financial futures, giving families peace of mind regarding their estate planning needs. This addition is a significant benefit, allowing for structured financial management across generations.

TruStage also emphasizes the importance of balancing potential benefits with necessary downsides. The annuity offers investors access to three different indices and multiple ways to maintain upside potential while securing downside protection. This level of choice enables individuals to tailor their investments according to their unique risk preferences and market outlooks.

Dave Hanzlik, Wealth Segment Leader at TruStage, expressed enthusiasm about this launch: "We’re excited about the launch of ZoneChoice Advantage and its ability to provide investors with more flexibility to dial in their unique risk tolerance." He emphasizes that the product is designed to instill confidence through simplicity while providing robust features that resonate with a wide array of investors.

Conclusion


With the ZoneChoice Advantage Annuity, TruStage positions itself as a leader in the financial services sector, delivering innovative solutions that cater to modern investors’ needs. The product's blend of flexibility and strategic options makes it a worthwhile consideration for anyone looking to build a secure financial future amidst the uncertainties of the market. As financial landscapes evolve, tools like the ZoneChoice Advantage may prove essential for navigating the complexities of retirement planning.

Ultimately, individuals looking to make informed financial decisions can take advantage of the valuable resources provided by TruStage. The ZoneChoice Advantage Annuity epitomizes the company’s mission: to make a brighter financial future accessible for everyone. For further details, clients can reach out to their financial advisor or visit the TruStage website.

Topics Financial Services & Investing)

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