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A family picks oranges in their backyard better protected for retirement with MaxProtect Fixed Annuity from TruStage
Fixed annuity

TruStage™ MaxProtect Fixed Annuity

 

Predictable growth is powerful in retirement planning. TruStage™ MaxProtect Fixed Annuity from CMFG Life Insurance Company offers guaranteed returns and tax-deferred growth, helping clients achieve steady progress no matter how the market performs.

 

Product overview

Bring stability to your client's retirement strategy with fixed rates inside a solution customizable to their unique goals.

Retirement planning they can count on

  • Clients plan more confidently with tax-deferred growth minus the market risk.
  • They pay none of the typical fees — no contract fees, administrative fees or up-front fees.
  • Clients choose a fixed interest rate period of 3, 5 or 7 years.
  • A variety of death benefit options helps them plan for the security of loved ones.

Key benefits for your clients

Whether they're in retirement or preparing for it, clients will appreciate the predictability of this annuity solution.

Meets life's twists and turns

  • Clients have the ability to access money in times of need.
  • If the unexpected happens, they can begin partial withdrawals immediately.

Rock-solid stability

  • Their rates are guaranteed for the period they choose.
  • Clients' savings are protected from market volatility.

Options for income phase

  • Clients have flexible annuitization options.
  • They select either fixed installment income or fixed life income.

MaxProtect Fixed Annuity resources

The best annuity is the one you design together. Use these tools to cocreate a personalized strategy.

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Stability and growth in one

This is a best-of-both-worlds retirement savings vehicle. A guaranteed rate of return minus the risk of market unpredictability.

MaxProtect Fixed Annuity graph

TruStage annuity families at a glance

Registered index-linked annuities

Registered index-linked annuities (RILAs) can offer clients market-linked growth potential balanced with a measure of downside protection.

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Fixed annuities

You can offer a stable, tax-deferred way for risk-averse clients to grow their savings and guarantee income to help pay for retirement.

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Income annuities

Clients nearing (or in) retirement may need help creating a strategy for a steady stream of income.

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