7/26/2019 SandovalFinancia&InsuranceCenterAnnuities
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Target Market This product is designed to provide safety and
growth in the pre-retirement years with a
guaranteed minimum interest rate. Consider it for clients age
50-60 who are looking for safety
of principal and tax-deferral.
Issue Ages 0-85; Matures at age 95
Minimum Deposit Qualified plans:
$2,000 single deposit
$1,000 annually
$ 100 monthly
Nonqualified plans:
$5,000 single deposit
$2,000 annually
$ 200 monthly
Interest Rate Banding Band one:
$49,999 and lower
Band two:
$50,000 and higher
Interest Earnings Earnings based on a monthly declared interest
rate, which is for a 12-month period and with a
yearly guaranteed minimum that will not be less than 1.00% for
the lifetime of the policy.1
Surrender Charge Policy Year 1 2 3 4 5 6 7 8 9+
% Charge 8% 8% 7% 6% 5% 4% 3% 2% 0%
Withdrawals Clients may withdraw up to 10% of the account
balance annually after the first pol icy year, free ofsurrender
charges. Systematic withdrawals of funds available. Withdrawal
charges will NOT apply
after eight years following the policy date of the annuity,
regardless of when deposits are made.
Other Features Waiver of Surrender Charges for Terminal
Illness/Confinement, Death Benefit. Lifetime Income
product details and marketing resources
Client BrochureThis brochure (AN1296NY)provides product
informationand covers the advantagesof purchasing from acompany
like Ameritas Lifeof New York. It also makes agreat leave behind to
answerany questions that arise.
Compass Flexible Premium Deferred Annuity (form 5704) is issued
by Ameritas Life Insurance Corp. of New York located at
1350 Broadway, Suite 2201, New York, NY 10018.
This information is provided by Ameritas, which is a marketing
name for subsidiaries of Ameritas Mutual Holding Company,
including, but not limited to, Ameritas Life Insurance Corp.,
Ameritas Life Insurance Corp. of New York and Ameritas
Investment
Corp., member FINRA/SIPC. Ameritas Life Insurance Corp. is not
licensed in New York. Each company is solely responsible for
its own financial condition and contractual obligations. For
more information about Ameritas, visit ameritas.com.
Ameritasand the bison design are registered service marks of
Ameritas Life Insurance Corp. Fulfilling life is a registered
service mark of affiliate Ameritas Holding Company.
2013 Ameritas Mutual Holding Company
For Producer use only. Not for use with clients.
Ameritas Life Insurance Corp. of New York
Learn MoreYou can learn more about Compass Flexible Premium
Deferred Annuity, order materials and find links to more
information on Producer Workbench.
Want to see how Compass Flexible
Premium Deferred Annuity could workfor your clients? Call your
Ameritas salesdevelopment team at 800-319-6903.
find joy in
your future
Compass Flexible PremiumDeferred Annuity
AN 1296 NY 10-13
Ameritas LifeInsuranceCorp. of New York
