Series Outline

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  • 1

    Introduction

    • What is Nassau Personal Income Annuity?

  • 2

    Benefits

    • How does PIA Provide Protection and Security with a Guaranteed Lifetime Income Benefit?

    • One-Question Quiz

    • What Is Your Annual Benefit Amount?

    • One-Question Quiz

  • 3

    How Does Your Income Benefit Base Grow?

    • Income Strategy: Today

    • One-Question Quiz

    • Income Strategy: Tomorrow

    • One-Question Quiz

    • Impacts of Withdrawals On Your Benefit Base

    • One-Question Quiz

    • What Happens to Your Income Benefit at Other Significant Events?

    • One-Question Quiz

  • 4

    Rider Fees

    • What Is the Fee for These Riders?

    • One-Question Quiz

Disclosure

This material is provided by Nassau Life and Annuity Company, which issues the annuity described in this video series. This material is intended for general use with the public and is not meant to provide any individualized tax, investment or financial planning advice. We encourage you to consult with a financial professional who can tailor a financial plan to meet your needs. Nassau and its affiliates have a financial interest in the sale of their products. 

This information is not intended for residents of Idaho.

Annuities are long-term products particularly suitable for retirement assets. Annuities held within qualified plans do not provide any additional tax benefit. Early withdrawals may be subject to surrender charges. Withdrawals are subject to ordinary income tax, and if taken prior to age 59½, a 10% IRS penalty may also apply. Guarantees are based on the claims paying ability of the issuing company.

Non-Security Status Disclosure – The Contract is not a Security. The Contract is not registered under the Securities Act of 1933 and is being offered and sold in reliance on an exemption therein.

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee 

Nassau Personal Income Annuity (19FIA, ICC19EIAN and 19ISN) and the Income Strategy: Today and Income Strategy: Tomorrow riders (19GLWB2) are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to conduct business in MA, ME, MN and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group.

BPD 40245