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Many Americans underestimate the impact of market losses on their retirement savings. Remember, losses and gains aren’t 1:1. Once a portfolio suffers losses, it takes additional gains to break even, creating serious risks for clients near or in retirement who may not have enough time to recover. Use this flyer to explain the break-even burden, why it matters, and how to avoid it. 

Then, consider suggesting Sagicor’s Milestone Multi-Year Guaranteed Annuity (Milestone MYGA), a single premium deferred fixed annuity that offers competitive credited interest rates of up to 5.30%, tax-deferred growth, and liquidity via 10.00% penalty-free withdrawals beginning in contract year two. 

Questions?

Call the Producer Resource Center at 888-724-4267, ext. 4680, 

or email [email protected].

Visit us online at SagicorProducer.com.

Products issued by Sagicor Life Insurance Company. Home Office: Scottsdale, AZ. Products not available in all states, and state variations may apply. Sagicor does not provide tax or estate planning advice. Your client(s) should consult with their tax advisor(s). Annuities and life insurance products have limitations and restrictions, including surrender charges. Sagicor issues other fixed annuities and life insurance products with similar features, benefits, limitations and restrictions. Contact Sagicor for more information. Contract Forms: ICC173008, 3008, 3008FL, and 3008ND. Rider Forms: ICC176068, 6068, and 6068ND. 

Sagicor is rated “A-” (Excellent) by A.M. Best Company (4^th best out of 16 possible ratings), affirmed as of November 4, 2021. Rating and guarantees based on the claims-paying ability of issuing insurer.

Insurance Professional Only. No Public Distribution.

MM-EML0531 | March 21, 2023