Wealth Builder
You’ve Built It. Now Protect Its Future.
Discover how a Wealth Builder account can help protect the money you’ve worked hard to grow while keeping opportunities for future growth.
Wealth Builder video · coming soon
Next: a short quiz (about 3 minutes), then a free conversation with a Wealth Architect.
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01Protect what you’ve built
You’ve Worked Hard to Build It. Now Give It a Stronger Foundation.
You’ve spent years saving, investing, and building your financial future. But when the stock market goes down, the money you’ve worked so hard to grow can go down with it.
A stronger foundation helps you protect a portion of what you’ve built without giving up every opportunity to keep growing.
More Protection
Helps guard a portion of your savings from market downturns.
Ongoing Potential
Still gives you opportunities to earn interest as the market grows.
A More Stable Path
Designed to bring greater confidence to your long-term plan.
“Not just accumulating to accumulate, but to accumulate with purpose.”
Next: a short quiz (about 3 minutes), then a free conversation with a Wealth Architect.
02A different approach
Your Money Can Have a Different Set of Rules.
A Wealth Builder account uses a fixed indexed annuity to help protect a portion of your savings from market downturns while offering opportunities to earn interest based on a market index.
Protection From Market Downturns
Your account is protected from losses caused by a drop in the selected market index.
Opportunity for Growth
Your account may earn interest based on the index’s performance and the contract’s rules.
Good to know: interest depends on the contract’s crediting terms, and a rising index doesn’t guarantee the same gain every year. Fees, surrender charges, and withdrawal limits apply. Your Wealth Architect will walk you through the details.
“Not just thinking about it, but actually putting a plan in place to reach the goals.”
Next: a short quiz (about 3 minutes), then a free conversation with a Wealth Architect.
03Your next move
Your Wealth Is Unique. Your Strategy Should Be Too.
Wealth Builder isn’t designed for everyone. The right approach depends on what you’ve built, what you want to protect, and where you want your money to take you next.
Take a few minutes to see if a Wealth Builder account could be a valuable part of your wealth system.
Answer a Few Questions
Quick and easy. About 3 minutes.
Get Personalized Insights
See how a Wealth Builder may fit your goals.
Take the Next Step
Explore your options in a no-pressure conversation.
“It was easy how they brought the information to you. Easy to follow, easy to get into.”
Next: a short quiz (about 3 minutes), then a free conversation with a Wealth Architect.