We are excited to share that we have added two new Prudential fixed indexed annuity solutions to our lineup: Prudential Elevate Accumulator and Prudential Elevate Income.

Together, these products give you two strong ways to help clients who are looking for principal protection, tax-deferred growth potential, and retirement planning confidence.

Prudential Elevate Accumulator
This product may be a fit for clients who want protection with growth potential. It can work well for clients who are concerned about market volatility but still want the opportunity to participate in index-linked growth.

Prudential Elevate Income
This product is designed for clients who are looking for guaranteed lifetime income and a clear income planning story.

The income side includes several strong positioning points, including:

25% day-one income bonus
8% annual roll-up credited daily
5% income deferral bonus at year 10

Why this matters right now

Many clients are still sitting in cash, CDs, or exposed market accounts because they are unsure what to do next. The Elevate FIA Suite gives you a timely reason to reconnect with those clients and talk about two different needs:

“Do you want protected growth?” — Elevate Accumulator
“Do you want guaranteed retirement income?” — Elevate Income

This gives you a simple way to segment your book and start meaningful conversations.

A few opportunities to look for:

Clients with CDs coming due
Clients age 55–75 reviewing retirement assets
Clients concerned about market losses
Clients asking about safe growth or protected income
Clients who need help turning assets into retirement income

This is a great time to review your book of business and identify clients who may benefit from either an accumulation-focused or income-focused FIA conversation.

Product Launch Webinar

Prudential is hosting a webinar on June 11 at 2:00 pm (Central Time).  Register to walk through the product, how to position it and how to start writing right away.

For additional information or illustrations please contact Beau.Blouin@3mark.com (281) 269-2371.