For illustrative purposes only. Results are hypothetical, based on the information entered and applicable assumptions, and are not guaranteed. Actual benefits are subject to the terms, conditions, and limitations of the contract and rider. Applicable ages: 55-80. If selecting Joint Life Payout, age restrictions may apply.
This calculator is provided for informational and illustrative purposes only. Results are hypothetical and based on the information entered and applicable product and Guaranteed Lifetime Withdrawal Benefit (GLWB) rider assumptions. Results are estimates and are not a contract or offer. Trailhead FIA Income Policy Form Series ICC26 AF264 FIA, and related Rider Series ICC26 AF26, ICC26 AF2608, AF2609, ICC26 AF2601, ICC26 AF2610, ICC26 AF261, ICC26 AF2604, and applicable state variations. Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company. This product is not guaranteed by the FDIC or NCUA, is not a deposit or obligation of, and is not guaranteed by, any bank or credit union, is not insured by any federal government agency, and may lose value. This material provides a brief summary of product features. The contract associated with the product will contain the actual terms, definitions, limitations, and exclusions that apply. Products and features may vary and may not be available in all states. The statements and comments offered in any communication are provided as general information and ideas. They are not intended to be, nor should they be relied on as investment, legal, or tax advice or recommendations. Before making a decision or giving advice about any matter contained in this communication, agents or individuals should consult an attorney, tax advisor, or certified financial planner for answers to specific questions. All individuals soliciting or selling Axonic Insurance products must be licensed insurance agents. The Guaranteed Lifetime Withdrawal Benefit Rider provides guaranteed lifetime withdrawals, subject to the terms and conditions of the rider. The income base used to calculate guaranteed withdrawals is not part of the contract value or cash surrender value and is not available as a lump-sum withdrawal. Withdrawals reduce the contract value, and withdrawals in excess of the rider’s permitted amount may reduce future guaranteed benefits. Rider charges may apply. Fixed Indexed Annuities ("FIAs") do not participate directly in any stock, equity, cryptocurrency, or other investments of a particular index and are not being purchased or owned by the owner of the FIA. Index performance is used solely to determine interest credits, subject to the terms of the contract. Dividends and other distributions paid on the assets underlying an index do not increase annuity earnings. Axonic Insurance refers to a group of affiliated legal entities organized under Axonic Insurance Holdings Inc. that collectively specialize in designing, distributing, and servicing annuity and other investment products for individuals and institutions worldwide. Axonic Insurance Services LLC ("Axonic"), an insurance producer licensed in all fifty states and the District of Columbia, #3003019286 in Arkansas, and #6013523 in California, acts as a business process outsourcer, including for the US-issued annuities underwritten by its non-affiliated carrier, AmFirst Insurance Company (NAIC #60250), an Oklahoma domiciled life insurance company with a home office in Oklahoma City, Oklahoma ("AmFirst"). AmFirst operates as AmFirst Life Insurance Company in California. AmFirst is licensed in 47 states, the District of Columbia, Puerto Rico, and the British Virgin Islands. Axonic Services LLC, a Puerto Rico limited liability company for profit, services the non US-issued annuities underwritten by its affiliated underwriter, Axonic Insurance Company SPC, a Class B(iii) insurer in the Cayman Islands licensed under the Cayman Islands Insurance Act, 2010 (as amended), as well as its non-affiliated carrier, AmFirst Life Insurance Company I.I., a corporation licensed as a Class 5 International Insurer and Segregated Assets Plan Company under Chapter 61 of the Insurance Code of Puerto Rico. Axonic has ownership interests in segregated accounts of ALIC, which provide reinsurance coverage to AmFirst and other third-party insurers.