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Innovating for You and Your Clients' Fortunes with FSL

Discover how Fidelity Security Life (FSL) innovates to secure your financial future. Explore annuities, estate planning, and combo annuity options to maximize your investments and safeguard your legacy. Contact Mike Axelrod, CFP®, for personalized assistance today!

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Innovating for You and Your Clients' Fortunes with FSL

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  1. Innovating forYou and Your Clients’ Fortunes Mike Axelrod, CFP® Director, Retirement Services Fidelity Security Life

  2. Fidelity Security Life • Founded 1969 • A.M. Best: A- • Created to Innovate

  3. FSL Today • TaxVantage FPDA • TaxVantage SPDA • MultiVantage 5 (MV5) • annuities.fslins.com • Estate EnhancerTM • secure.fslins.com/EstateEnhancer • User Name: Estate Enhancer • Password: fslguest

  4. TaxVantage FPDA • Fixed Annuity • Qualified or Non-Qualified • Issue Ages: 18-70 (may vary by state) • 10-Year Surrender Schedule • $10 Minimum Initial Deposit • $500,000 Maximum Single Deposit • 2.5% Current Interest Rate • 2.0% Guaranteed Interest Rate • No Market Value Adjustments

  5. TaxVantage SPDA • Fixed Annuity • Qualified or Non-Qualified • Issue Ages: 18-70 (may vary by state) • 7-Year Surrender Schedule • $5,000 Minimum Initial Deposit • $500,000 Maximum Single Deposit • 2.7% Current Interest Rate • 2.0% Guaranteed Interest Rate • No Market Value Adjustments

  6. MultiVantage 5 (MV5) • Fixed Annuity • Consolidate Qualified Plans • IRA or Roth IRA • Issue Ages: 18-75 (may vary by state) • 5-Year Surrender Schedule • $10,000 Minimum Initial Deposit • $500,000 Maximum Single Deposit • 2.7% Current Interest Rate • 2.0% Guaranteed Interest Rate • No Market Value Adjustments

  7. Estate EnhancerTM • Single Premium Whole Life • Issue Ages: 50 – 85 (age last birthday) • Minimum Single Premium: $5,000 • Preferred and Standard • Non-Smoker • Smoker (cigarettes only) • Simplified Underwriting • Complete Application • Underwriting Interview • Decision

  8. Estate EnhancerTM • Permanent Institutional Confinement Benefit • 60% of Death Benefit • Maximum Benefit: $400,000 • Home Care, Assisted Living, Adult Day Care Benefit • 20% of Death Benefit • Maximum Benefit: $100,000 • Terminal Illness Accelerated Death Benefit • 75% of Death Benefit • Maximum Benefit: $500,000

  9. FSL Future • Re-Formulated Estate Enhancer • ComboAnnuity

  10. Estate EnhancerTM • Increasing Insurance Cost • Enhancing Living Benefits

  11. ComboAnnuity • Fixed Annuity with Access to Mutual Funds • Qualified Only • Three Fixed Buckets • Fixed Annuity • Transfer • DCA • Managed Mutual Fund Platform • FTJ FundChoice • Accounts Managed by FSL • Asset-Based Fee

  12. Innovating forYou and Your Clients’ Fortunes Mike Axelrod, CFP® Fidelity Security Life (816) 968-0621 Office (816) 769-9424 Mobile maxelrod@ftj.com

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