[Deliver Speed, Simplicity, and Security with a WealthManagerSM Annuity]
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Sentinel’s WealthManager Income Select and WealthManager Accumulation Select are exclusively available to insurance agents through your dedicated WealthVest wholesaling team.
Let’s Rethink Your Client’s Retirement, Together. Explore the service and solutions that set us a part.
WeathLockSM Accumulator
Single Premium Deferred Fixed Index Annuity (FIA)
Terms: 5-, 7-, & 10-Year
Crediting Methods: Cap Rate, Participation Rate, High Watermark Participation Rate with QuarterLock®, & Trigger Rate
Linked Indices: Franklin Factors, Invesco Peak, & Janus SG Lighthouse
Marketing Program:
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○ WealthLock Accumulator Product Brochure
○ WealthLock Accumulator Rate Sheet
○ WealthLock Accumulator Fact Sheet
○ Franklin Performance Summary
○ Invesco Peak Performance Summary
○ Janus Henderson Performance Summary
○ QuarterLock Case Study
○ Agent Quick Reference Guide
○ Street Level Commission Grid
WeathLockSM MYGA
Single Premium Deferred Fixed Multi-Year Guaranteed Annuity (MYGA)
Terms: 3-, 5-, 7-, & 10-Year
Competitive Rates: Rates as high as [XX.XX]%
Marketing Program:
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○ WealthLock MYGA Product Brochure
○ WealthLock MYGA Rate Sheet
○ WealthLock MYGA Fact Sheet
○ Agent Quick Reference Guide
○ Street Level Commission Grid
Demonstrate how 60/40 portfolio values have declined and how alternatives exist with our guide, Rethinking 60/40: How Fixed Index Annuities Can Help.
A- (Excellent) financial strength rating from AM Best1.
$16.7 billion in total assets, as of June 30, 20242.
98% of new business first review tasks are completed in 1 day3.
90% of EFT eApps were issued within 24 hours3.
100% of commission payments are processed daily, and in most cases will be paid the day after a contract is issued3.
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1 AM best assigned Aspida Life Insurance Company with a financial strength ratting of A- (Excellent), 4th highest of 13 on June 21, 2024.
2 GAAP book value.
3 As of September 30, 2024.