3 Mark Financial, Inc.

August 20, 2023

Don't Let the Unforseen Go Unplanned

Unexpected costs can pose a significant burden for many individuals and their long-term income strategy.  However if income strategy measures are taken early on, that financial burden can be lessened - especially as unplanned health events occur.

With an optional Lifetime Income Benefit Rider, contract owners are guaranteed income for the rest of their lives, no matter how long that is – even if they achieve the “oldest living person in the world” record. 

And when they select a rider that includes Wellbeing Benefits, they have the option to double their income payments if they qualify in the wake of a health event.**

This client-friendly flyer shows how IncomeShield’s Lifetime Income Benefit Rider with Wellbeing Benefits provides lifetime income that adapts to clients’ needs. Download it today, and use it to guide a conversation with your clients about the benefits of IncomeShield. 

For assistance or questions with annuity products please call  888-533-6275 ext 371 or email 3MarkAnnuities@3mark.com.

**The wellbeing benefit can only be activated one time after a two-year waiting period. Contract owner must be unable to perform 2 of 6 ADLs and requires annual certification by a qualified physician. The current enhanced income payment factor is 200% for single life payout or 150% for joint life payout.