Legacy: Extended Annuity Program
The best decisions in life come when you have all the options. If you´re the beneficiary of a nonqualified annuity you traditionally had only three options for taking a death benefit. Learn about a fourth option with the Legacy: Extended Annuity Program.
Stretch the annuity´s distribution over your lifetime with Legacy and you can benefit from:
- Flexibility in timing and amount of distributions compared to annuitization
- More time for potential tax-deferred growth of your annuity assets
- Distributions that are part premium paid, part taxable gain
Get all of your options with the Legacy: Extended Annuity Program. Ask your financial professional for more information on this topic.
Payment of benefits under the annuity contract is the obligation of, and is guaranteed by, the insurance company issuing the annuity. Guarantees are based on the claims-paying ability of the insurer. Investment return and principal value of an investment will fluctuate so units, when redeemed, may be worth more or less than their original cost.
Annuities are issued and guaranteed by Western-Southern Life Assurance Company, Cincinnati, OH, Integrity Life Insurance Company, Cincinnati, OH and National Integrity Life Insurance Company, Goshen, NY. Variable annuities are distributed by Touchstone Securities, Inc.,* Cincinnati, OH. All are members of Western & Southern Financial Group. Integrity operates in all states and DC except ME, NH, NY and VT, where National Integrity operates. Western & Southern Life operates in all states and DC except AK, ME, NH, NY and RI. W&S Financial Group Distributors, Inc., is an affiliated agency of the insurers, which have sole financial responsibility for their products. Product availability and features vary by state.
Western & Southern Financial Group member companies do not offer tax advice. For specific tax information, consult your attorney or tax advisor.
* A registered broker-dealer and member FINRA/ SIPC.
No bank guarantee.
Not a deposit.
May lose value.
Not FDIC/NCUA insured.
Not insured by any federal government agency.