USAA LIFE INSURANCE COMPANY | USAA LIFE INSURANCE COMPANY OF NEW YORK
Provide Freedom in Retirement
USAA PROTECTED RETIREMENT INCOME ANNUITY
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USAA annuities are available to the general public through select financial institutions, and membership is not required.
Create an income stream that lasts a lifetime for your clients.
A USAA Protected Retirement Income Annuity is a single premium immediate annuity that can provide a guaranteed and reliable stream of income. With this type of income annuity, your clients can choose to get guaranteed payments for life, for a set guaranteed period or both.¹
Key Features
PURCHASE PAYMENTS
Minimum: $20,000 (qualified and non-qualified)
Maximum: $2 million all state: $1 million for NY
AGE GUIDELINES
Owner(s) Annuitants must be ages: 11 - 95
INCOME PLANS
Period Certain: 10 - 30 years
Single Life Options
Life Only Option
Life Only with Period Certain (5 - 30 year)
Life Only with Installment Refund
Life Only with Cash Refund
Joint Life Options
Joint Life Only
Joint Life with Period Certain (5 – 30 years)
Joint Life with Installment Refund
Joint Life with Cash Refund
QUALIFICATION TYPES
Non-Qualified, Traditional IRA, Roth IRA, and SEP IRA
Request the latest rates from your wholesaler
How we can help
Your Dedicated Wholesaling Team
Work directly with your dedicated wholesaling and new business teams for sales and marketing support.
Marketing Materials
Explore our wide range of marketing tools and deliverables you can use with your clients to showcase the USAA Protected Retirement Income Annuity.
Conversation Starters
Sit down with your clients and go through an income planning worksheet to assess their current retirement goals and risks.
No bank guarantee • Not a deposit • May lose value • Not FDIC/NCUA insured • Not insurance by any federal government agency
Annuitization permanently converts your principal into an income stream. Once you annuitize, you will no longer have access to your principal as a lump sum. It has no cash value.
1 Guarantees apply to certain insurance and annuity products and are subject to product terms, exclusions and limitations and the insurer’s claims paying ability and financial strength..
Protected Retirement Income Annuity (PRIA): Forms IC18992233P 08-19, 3P99324CA 08-19, 3P99326ST 08-19, 3P99325FL 08-19, 3P99326ST 08-19, 3P99326ST 08-19, 3PD99340NY 08-19.
Money not previously taxed is taxed as income when paid. Withdrawals before age 59½ may be subject to a 10% federal tax penalty.
DID 6130712.0324