1. Introduction & Who Is This A Fit For?

2. Key Facts & Premium Requirements

Minimum Premium:

$5,000 Qualified (IRA, Roth IRA, or 401k)

$10,000 Non-Qualified (Cash)

Client can contribute on a monthly basis $100/month minimum up to current IRS Contribution limits.

3. Rates & Allocations

4. Running An Illustration on Annuities Genius

Current Rates Link

Recommended Allocation Percentages:

Nasdaq 100 Annual Pt to Pt: 40%

S&P 500 Annual Pt to Pt: 40%

BNPP Patriot Technology Index: 20%

*Guaranteed 1% Bonus on all premiums added in the first 7 years

5. How To Download and Explain The Report

6. How To Illustrate Flexible Premiums

7. How To Navigate To Application Portal