Advisor Resource of the week
Annuities are easier with New York Life
Give your clients the confidence of guaranteed income, growth potential, and protection from market ups and downs. Our annuities help lay the foundation for a more secure, lasting financial future.
Not All M&E Fees Are Created Equal
The "effective M&E fee" is lower for the Level M&E in a rising market compared to the Traditional M&E. In a flat or down market, a traditional fee structure may be more advantageous. The graph below shows how the values change over time under each M&E structure.
Use this illustration to help your clients with:
- Growth
- Principal protection
- Legacy planning
- Tax advantages
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