Impact Annuity Series

Impact 7, 7S, and 10

 

Key Facts

ISSUE AGES:
0-80 (Annuitant)
0-85 Owner (If different from Annuitant)
MINIMUM PREMIUM:

$5,000 Non-Qualified

$2,000 Qualified

MAXIMUM PREMIUM:

Up to $1,500,000 without prior approval

ADDITIONS

$100 Minimum

PREMIUM BONUS

Varies by state.

FREE WITHDRAWALS

10% of sum of account value plus any vested bonus value, free of withdrawal charge, once annually AFTER 1st
policy year – systematic withdrawal of interest after 1st policy year, or Required Minimum Distribution in all
policy years

Overview

The NWL IMPACT annuity is a flexible premium tax-deferred
annuity that combines the safety, benefits, and
features of traditional fixed interest deferred annuities while
at the same time giving you the option of having your
credited interest linked in part to the S&P 500® Composite
Stock Index, the Nikkei 225 Index, the EURO STOXX 50®
Index, and the Hang Seng Index (dividends are excluded
from each).

INTEREST CREDITING METHODS

Option A - Annual Reset - Monthly Average with a Participation Rate and Asset Fee
Option B - Fixed Interest Rate
Option D - Annual Reset - Monthly Point-to-Point with a Monthly Cap
Option K - Annual Reset - Monthly Average with a Participation Rate and Asset Fee. Based on a weighted average of four global indexes

INDEX

S&P 500® Index, Hang Seng, Nikkei 225, EUROSTOXX 50

RIDERS

Income Outlook Plus 5 Withdrawal Benefit Rider and
Income Outlook Withdrawal Benefit Rider

ADDITIONAL BENEFITS

Medical Stay Waiver (Annuitant Up to Age 75 on Policy Date),
Terminal Illness Benefit

SURRENDER SCHEDULE

Impact 7

Year 1 2 3 4 5 6 7 8+
% 10 10 10 9 8 7 6 0

Impact 7S

Year 1 2 3 4 5 6 7 8+
% 9 7.75 6.25 5 3.5 2.75 1.75 0

Impact 10

Year 1 2 3 4 5 6 7 8 9 10 +
% 10 10 10 10 10 9 8 6 4 2 0

SURRENDER CHARGE FREE WITHDRAWALS

After the contract is issued, you can withdraw up to 10% of your Annuity Value as of the beginning of the contract year, or the Minimum Required Distribution if greater, during each contract year without any surrender charges.

Product Details

CONSUMER MATERIALS

Brochures:

  1. Impact 7
  2. Impact 7S
  3. Impact 10
AGENT MATERIALS

Option K Credit Examples

State Approval

 

 

 

TESTIMONIALS

I have thoroughly enjoyed working with Moody Insurance Group. It is so refreshing to be able to always get a real person on the phone. Their attention to detail and desire for us agents to succeed is so genuine and appreciated. Their hospitality was wonderful doing my visit to headquarters for Income Engineering training.

Marvin A. Johnson, Owner, JMJ Insurance and Associates

2017-02-20T22:06:22-06:00

Marvin A. Johnson, Owner, JMJ Insurance and Associates

I have thoroughly enjoyed working with Moody Insurance Group. It is so refreshing to be able to always get a real person on the phone. Their attention to detail and desire for us agents to succeed is so genuine and appreciated. Their hospitality was wonderful doing my visit to headquarters for Income Engineering training.
As an individual who has worked in the financial markets for many years, I have chosen to work with The Moody Group for a number of reasons. First, the products are some of the best in the industry. Second, the support I receive from the Marketing and Management Team is unexcelled. And third, the Moody Group maintains a very high level of ethics and standards in its marketing and sales philosophy.

Rodney Minks, Owner, Crown Benefits Group, Irving, Texas

2017-02-20T22:07:49-06:00

Rodney Minks, Owner, Crown Benefits Group, Irving, Texas

As an individual who has worked in the financial markets for many years, I have chosen to work with The Moody Group for a number of reasons. First, the products are some of the best in the industry. Second, the support I receive from the Marketing and Management Team is unexcelled. And third, the Moody Group maintains a very high level of ethics and standards in its marketing and sales philosophy.
The team at Moody Insurance Group is an asset to my business. I count on them for product knowledge, sales training, and marketing support. I enjoy the small team environment they foster.

Mike Markiewicz, Markiewicz Financial Group

Houston, TX

2017-04-12T14:30:07-06:00

Mike Markiewicz, Markiewicz Financial Group

Houston, TX

The team at Moody Insurance Group is an asset to my business. I count on them for product knowledge, sales training, and marketing support. I enjoy the small team environment they foster.
Why would I recommend doing Business with ANTEX? Being that Final Expense is the vast majority of my business, the Moody Group offers unique options such as 401K’s that other IMO’s don’t have to expand my company. The Corporate Management is a quick phone call away from my questions & make you feel welcomed.

ANTEX is part of American National which makes the financial strength & stability part of what I sell my clients.
Kyle Gilreath, The Gilreath Group

Auburn, AL




2017-04-25T20:33:05-06:00
Why would I recommend doing Business with ANTEX? Being that Final Expense is the vast majority of my business, the Moody Group offers unique options such as 401K’s that other IMO’s don’t have to expand my company. The Corporate Management is a quick phone call away from my questions & make you feel welcomed. ANTEX is part of American National which makes the financial strength & stability part of what I sell my clients. Kyle Gilreath, The Gilreath Group Auburn, AL

MIG STOCK TICKER:

CONTACT US

Address

Moody Insurance Group, Inc.

2302 Post Office, Suite 601

Galveston, Texas 77550

Phone

800.252.4002

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