Flexi/Saver is a flexible premium deferred annuity designed to give your customers the ability to set money aside for the future on their terms. With a minimum initial premium of $50, and a minimum periodic premium of $25, your customers can get started right away. With the added benefit of tax-deferred growth, their money is working harder for them from day one. Flexi/Saver is a great plan for individuals and business owners, and can be setup as a Roth or Traditional IRA. Interstate Life also has an attractive Flexi/Saver plan designed for contracted agents.
Advantages
- Tax-deferred growth
- No annual service charge or service fees
- Competitive current interest rate
- Guaranteed minimum interest rate^
- Guaranteed principal*
- Guaranteed liquidity*
- Guaranteed death benefit
Product Details
- Issue Ages: 0-85
- Minimum Initial Premium: $50
- Minimum Periodic Premium: $25
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^Rates are subject to change. Please contact the Home Office for the most up-to-date information.
*A surrender charge may be incurred for early contract termination. Premium tax applicable in certain states (CA, NV, SD, WV, WY). Refer to contract for complete terms and conditions.