Help Clients Secure Their Retirement with Ultra Advantage℠ FIA
For clients looking to preserve their assets, grow them over time, and protect against market downturns, the Ultra Advantage℠ Fixed Index Annuity from United of Omaha Life Insurance Company offers a powerful solution. It’s built for flexibility, protection, and long-term confidence — all backed by Mutual of Omaha’s strong financial ratings.
📢 Why Agents Should Pay Attention
With Ultra Advantage℠ FIA, you can offer your clients:
Flexible Term Options – Choose from 3-, 4-, 5-, 7-, or 10-year terms to fit client needs.
Multiple Interest Crediting Strategies – Five indexed options (including the BofA U.S. Agility Index and several S&P 500® variations) plus a fixed account.
Tax-Deferred Growth – Earnings grow without immediate taxation, allowing more accumulation potential.
Strong Issue Age Range – From newborns up to age 85 for shorter terms, 80 for the 10-year term.
💸 Added Features Your Clients Will Value
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Free Access to Funds – Withdraw up to 10% annually without penalty in year one, with rollover allowances up to 25%.
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Return of Premium Rider – Guarantees surrender value at least equal to original premiums paid (minus withdrawals).
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Waivers for Life Events – Including hospitalization, long-term care confinement, unemployment, disability, terminal illness, death of spouse or dependent, major home damage, or qualifying transplant surgery.
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Optional Additions – $500 minimum additions allowed in year one.
💪 Why It’s a Strong Fit in Your Portfolio
Clients want growth potential without the full risk of market loss. Ultra Advantage℠ FIA provides that balance with:
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Zero percent minimum guarantee on indexed strategies
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Competitive participation and cap rates
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Strong carrier ratings (A+ AM Best, A1 Moody’s, A+ S&P)
It’s a product you can feel confident recommending — with benefits that align well with retirement income planning, legacy strategies, and principal protection goals.
🚀 Partner with PSM Brokerage
At PSM Brokerage, we equip our agents with:
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Access to top-tier products like Ultra Advantage℠ FIA
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Marketing resources to help you present complex products simply
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Back-office support to handle contracting, commissions, and compliance
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Training to deepen your annuity expertise and boost client confidence
Let’s work together to help your clients protect what matters most.
📞 Call (800) 998-7715 or click here to get contracted today.