Momentum Growth™ fixed index annuity combines premium protection, growth potential and a unique built-in feature – VersaGain™ that allows you to control what you protect, customize your annual growth potential, and capitalize on positive equity markets.
Fixed Index Annuity
Delaware Life Momentum GrowthTM
Control. Customize. Capitalize.
Rates Momentum Growth™ Product Information
Momentum Growth™ empowers clients to maximize their financial growth by offering the flexibility to tailor their risk levels, allowing for potentially greater returns compared to traditional FIAs.
Momentum Growth™ Index and Crediting Strategies Information
Momentum Growth™ allows you to allocate your money in one or a combination of index strategies from leading investment managers.
Control
With a traditional FIA, your premium and any interest ("gains") credited are 100% protected, regardless of market conditions.
PLUS, Momentum GrowthTM allows you to control how much of your interest is protected by electing a percentage of it to credit, each year.
Customize
With a traditional FIA, you can adjust your strategy annually to optimize growth potential based on risk tolerance and market conditions.
PLUS, Momentum GrowthTM gives you the option to set aside a portion of your gains for a potentially higher upside.
Capitalize
With a traditional FIA, you choose where to allocate funds from a variety of index options based on broader market conditions.
PLUS, Momentum Growth™ can help you capitalize on positive equity markets with the potential for higher returns through higher crediting rates.
Momentum GrowthTM Legal Disclosures
Annuities are long-term financial vehicles designed for retirement purposes. These policies may not be available in all states, and product features vary by state. The surrender value will not be less than the minimum value required by your state. Momentum Growth™ fixed index annuity has age eligibility requirements, minimum premium amounts, systematic withdrawal limits, and qualifying requirements for waiver of withdrawal and surrender charges. For more details, including limitations and exclusions, ask your financial professional or refer to the Momentum Growth™ product brochure.
Fixed index annuities are not securities, do not participate directly in the stock market or any index, and are not investments. It is not possible to invest directly in an index.
Annuities are issued and guarantees are backed by the financial strength and claims-paying ability of Delaware Life Insurance Company (Zionsville, IN). Products, riders, and features may vary by state, and may not be available in all states. This material may not be approved in all states.
This communication is for informational purposes only. It is not intended to provide, and should not be interpreted as individualized investment, legal or tax advice. To obtain such advice, please consult with your investment, legal or tax professional.
Delaware Life Insurance Company (Zionsville, IN) is authorized to transact business in all states (except New York), the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. Contracts are issued by Delaware Life Insurance Company. For use with policy forms ICC24-DLIC-FIA-MSP and endorsement/rider forms ICC24-DLIC-EARCAP, ICC24-DLIC-EARPAR. Policy and rider form numbers may vary by state.