We’re excited to announce the launch of the Ultra Advantage℠ Fixed Index Annuity — the first FIA offering from United of Omaha, backed by Mutual of Omaha’s more than 100 years of trusted service and financial strength.
This new single premium deferred FIA is designed to provide both growth potential and downside protection, giving your clients the confidence to plan for retirement.
Key Highlights of Ultra Advantage℠ FIA:
Multiple Term Options: 3-, 4-, 5-, 7-, or 10-year surrender charge periods to meet a range of planning needs.
Flexible Indexing Choices: Five index interest crediting strategies, including uncapped options and guaranteed cap rate strategies using the S&P 500® and BofA U.S. Agility Index.
Cumulative Free Withdrawals: Access up to 10% of the account value in year one penalty-free. Unused amounts roll over for up to 25% in later years.
Return of Premium Rider: Optional benefit ensuring the surrender value is never less than premiums paid (adjusted for withdrawals) — at no additional cost.
Special Waiver Benefits: Includes hospitalization, unemployment, disability, terminal illness, and more.
Additions Allowed in Year One: $500 minimum with flexible allocation options.
Issue Ages: Up to age 85 for most terms.
All backed by A+ ratings from AM Best and S&P Global, and a 90 Comdex Score — a mark of strong financial standing.
Empower Your Clients With More Choice and Confidence
Download the updated marketing materials and see how Ultra Advantage℠ FIA can be the next step in growing your business with a name your clients already know and trust.
