TruStage™ Zone Income Annuity

Help clients build lifetime income on their terms

• Configurable floors and caps empower your clients to set boundaries based on their personal risk tolerance.
• They adjust a custom "comfort zone" or their withdrawal payment.
• Clients choose to allocate purchase payments into four market index options or a declared rate account.
• They're in the driver's seat with options to change allocation options and risk control accounts each year.
• They enjoy a Guaranteed Lifetime Withdrawal Benefit, or protected income for life, which has the potential to grow along with their benefit base.

Crunch the numbers

Help clients envision the possibilities with this annuity calculator.

MyComfortZone calculator

Key benefits for your clients

Zone Income Annuity offers index-linked returns, a limit on potential losses and lifetime income options.

Adapts to life's surprises

• Year by year, clients can change allocation options and risk controls to match new priorities.
• Built-in flexibility allows them to adjust their income payment as needed.

Growth plus protection

• Double-digit upside potential is well suited to growth-oriented investors.
• Clients define their downside limit up front by selecting floors from 0% to -10%.

Protected income for life

• Clients secure guaranteed lifetime income without sacrificing growth potential.
• Their payments will never decrease,¹ even after starting the income phase.

Modern defense for market volatility

This innovative approach to market-linked risk control delivers protection that traditional investment diversification can't.