Legacy Max Has What You’re Looking For

September 5, 2023

Do you have clients who could do more with their retirement money?

Then check out our newest FIA, the Enhanced Choice Index Plus, a single-premium deferred index annuity. Through a combination of indices, crediting options and enhanced product features, you can customize a retirement strategy that best fits each client.

The optional Legacy Max enhanced death benefit rider features:

  • An enhanced death benefit issued through age 80
  • No medical underwriting
  • A death benefit base with two underlying growth components*
  • 6% annual compounded growth
  • Double the amount of the interest credited to the annuity
  • Flexible payout options for your beneficiaries, including a lump sum option 

Learn more about Legacy Max exclusively offered on our ECI Plus. 

We require product training before starting an application. If you've previously completed our ECI product training, no additional training is required for ECI Plus. Bookmark our website applications, product information and product training. 

More About Sales Insights & Tools
Understanding whether annuities are insured requires a detailed examination. It’s crucial to explore the nature of annuities, the protections they provide and the significance of the financial stability of insurance companies.
In case you missed it, the Fixed Index Annuities Resource Toolkit is here to help you master FIAs. It contains the FIA essentials you need to understand, explain and sell annuities, boosting your sales strategy.
Unlock new sales opportunities and strengthen client relationships with our comprehensive guide to offering beneficiary reviews. Learn how to align beneficiary designations with clients' wishes and address their changing financial priorities, all while establishing yourself as a trusted advisor.
The Legacy Max enhanced death benefit rider offers guaranteed and performance-based growth with no downside risk, so your clients can leave a lasting legacy.
Maximize your earnings with our Internal Transfer Program, offering full commissions on most internal annuity transfers for clients aged 85 and younger. Use our annuity portal to review policies, avoid transfer hassles and earn full first-year commissions while increasing client satisfaction.
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Concerned about potential declines in long-term yields and participation rates for fixed indexed annuities? Take advantage of the current higher rates offered by the Enhanced Choice Index Plus Series to save your clients thousands before rates drop.

Related Products or Services

Doing business with The Standard is good for you and your clients. Our annuities offer innovative product design, desirable rates, competitive compensation, high industry ratings and excellent service.