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NASSAU LIFE AND ANNUITY COMPANY BROKER DEALER TRANSFER Nassau Life and Annuity Company Nassau Life Insurance Company PHL Variable Insurance Company Nassau Life and Annuity Insurance Company Broker Dealer Transfer Form CS TACTICAL MULTI ASSET INDEX TM OVERVIEW Example: Index Credit Calculation Using a Hypothetical Spread Rate2 Positive Index change: CSTMAI = +8% Spread Rate = 3% Your Index Credit = 5% Positive Index change: CSTMAI = +2% Spread Rate = 3% Your Index Credit = 0% Negative Index change: CSTMAI = -5% Spread Rate = 3% Your Index Credit = 0% 1. While the value of each indexed account is affected by the value of the Index, the contract does POWERPOINT PRESENTATION Occupancy patterns and direction Buildings are dynamic ecosystems and the circumstances are changing so fast in every part of the building that we can not rely on humans, facilities managers, technical managers, and engineers to NASSAU REMEMBRANCE LIFE Mobile Quotes Nassau Remembrance Life’s mobile quote tool (at right) will provide monthly and annual premium amounts for 100% lump-sum death benefit policies . NASSAU RE BRAND AND COMPANY NAME CHANGES Nassau Re Brand and Company Name Changes Questions & Answers For Producer Use Only. Not for use in solicitation or advertising to the public. BPD29627 1 10-18 NASSAU LIFE AND ANNUITY COMPANY (THE COMPANY) BENEFICIARY OL122A CIS 1 of 3 5-19 Nassau Life and Annuity Company (the Company) Beneficiary Change Nassau Life Insurance Company (the Company) PHL Variable Insurance Company (the Company) NASSAU LIFE AND ANNUITY COMPANY (THE COMPANY) DESIGNATION Designation of Individual Owner(s) Quick Reference Complete all requested information. Complete Policy/Contract Number information. Print Insured Name(s) or Annuitant Name(s), Date of Birth(s), Social Security Number(s), Address information. FEDERAL/STATE INCOME TAX NASSAU LIFE AND ANNUITY COMPANY Federal/State Income Tax Nassau Life and Annuity Company (the Company) Withholding Election OL4753 1 of 1 12-20 COMMITMENT TO INNOVATION We offer a wide array of products to protect your family and provide confidence in retirement. This material is intended for general use with the public and is not meant to provide investment, tax or financial planning advice. ANNUITY SUITABILITY QUESTIONNAIRE GUIDE Annuity Suitability Questionnaire Guide A5155 ©2020 Nassau 7-20 Page 4 of 4 OWNER CONFIRMATION SECTION The owner must certify that the information provided on the form is accurate and also acknowledgecertain
NASSAU LIFE AND ANNUITY COMPANY BROKER DEALER TRANSFER Nassau Life and Annuity Company Nassau Life Insurance Company PHL Variable Insurance Company Nassau Life and Annuity Insurance Company Broker Dealer Transfer Form CS TACTICAL MULTI ASSET INDEX TM OVERVIEW Example: Index Credit Calculation Using a Hypothetical Spread Rate2 Positive Index change: CSTMAI = +8% Spread Rate = 3% Your Index Credit = 5% Positive Index change: CSTMAI = +2% Spread Rate = 3% Your Index Credit = 0% Negative Index change: CSTMAI = -5% Spread Rate = 3% Your Index Credit = 0% 1. While the value of each indexed account is affected by the value of the Index, the contract does POWERPOINT PRESENTATION Occupancy patterns and direction Buildings are dynamic ecosystems and the circumstances are changing so fast in every part of the building that we can not rely on humans, facilities managers, technical managers, and engineers to NASSAU REMEMBRANCE LIFE Mobile Quotes Nassau Remembrance Life’s mobile quote tool (at right) will provide monthly and annual premium amounts for 100% lump-sum death benefit policies . NASSAU RE BRAND AND COMPANY NAME CHANGES Nassau Re Brand and Company Name Changes Questions & Answers For Producer Use Only. Not for use in solicitation or advertising to the public. BPD29627 1 10-18 ANNUITY SUITABILITY QUESTIONNAIRE GUIDE Annuity Suitability Questionnaire Guide A5155 ©2020 Nassau 7-20 Page 4 of 4 OWNER CONFIRMATION SECTION The owner must certify that the information provided on the form is accurate and also acknowledgecertain
COMMITMENT TO INNOVATION We offer a wide array of products to protect your family and provide confidence in retirement. This material is intended for general use with the public and is not meant to provide investment, tax or financial planning advice. NASSAU LIFE AND ANNUITY COMPANY (THE COMPANY) DESIGNATION Designation of Individual Owner(s) Quick Reference Complete all requested information. Complete Policy/Contract Number information. Print Insured Name(s) or Annuitant Name(s), Date of Birth(s), Social Security Number(s), Address information. NASSAU LIFE AND ANNUITY COMPANY BROKER DEALER TRANSFER Nassau Life and Annuity Company Nassau Life Insurance Company PHL Variable Insurance Company Nassau Life and Annuity Insurance Company Broker Dealer Transfer Form NASSAU LIFE AND ANNUITY COMPANY (THE COMPANY Certification and Acknowledgement of Trust Agreement for Death Claim Settlement OL4388A 2 of 2 2-20 Policy/Contract Number 1. Insured/Annuitant Name (First, Middle, Last) ANNUAL REPORT TO SHAREHOLDERS DECEMBER 31, 2020 INVESCO V Annual Report to Shareholders December 31, 2020 Invesco V.I. Mid Cap Core Equity Fund The Fund provides a complete list of its holdings four times in each fiscal year, at the quarter-ends.ANNUAL REPORT
ALPS Variable Investment Trust Disclosure of Fund Expenses December 31, 2020 (Unaudited) 1 | December 31, 2020 Examples. As a shareholder of one or more portfolios listed on the following pages, (each a “Portfolio” and collectively, the “Portfolios”) you incur NASSAU - ASSETS.NSRE.COM Care Need Nursing Home Care for a minimum of 2 out of 6 activities of daily living Care Benefit up to age 70: 250% of Income Benefit age 71-85: 200% of Income Benefit up to age 70: 175% of Income Benefit age 71-85: 125% of Income Benefit Example assuming an SUNRISE SMART PASSAGE SG INDEXED ACCOUNT OVERVIEW The following hypothetical example illustrates how the index credits are calculated for the 2-Year Sunrise Smart Passage SG indexed account. This example shows how NASSAU MYANNUITY SM 5X Features (continued) MARKET VALUE ADJUSTMENT (MVA) • The MVA is intended to reflect the change in the interest crediting rate from the start of the guarantee period to the time This website uses cookies to improve your browser experience. By continuing to use this site you agree to their use. We may also collect personal information about you. Learn more__
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TITLE! message. OK ×Nassau
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* Do I Need an Annuity? * Can I Get Guaranteed Income? * How Can I Plan for Retirement? * Need Cash in an Emergency? * Can I Earn Higher Interest? * APPLY FOR A POLICY * Apply for a MYGA Now * Talk To a Local Agent * MEDICARE SUPPLEMENT* Product Overview
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WORKING HARDER TO BE YOUR CARRIER OF CHOICEStart Here
RETIREMENT SAVINGS
Learn how to save more for retirement with our helpful resources andinformation.
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NEWS
Nassau Financial Group Announces $100 Million Strategic Investment from Wilton Re and Stone Point Credit.Read More__
WHO WE ARE
Our mission is to build a franchise across the insurance value chain. With extensive experience as owner-operators of numerous insurance and financial services businesses, we believe we have a competitive advantage in building a unique platform over the long term. Nassau Financial Group, based in Hartford, CT, currently has combined assets of $27.5 billion and capital of $1.3 billion. Our business covers four segments: insurance, reinsurance, distribution and asset management through affiliates including Nassau Life and Annuity, Nassau Life of Kansas, Nassau Re Cayman, Saybrus Partners, Nassau CorAmerica and Nassau Corporate Credit. Nassau was founded in 2015 with capital provided by Golden Gate Capital , a private investment firm with over $17 billion of committed capital. In addition to policies issued by Nassau Life and Annuity and Nassau Life Insurance Company (formerly Phoenix), and Nassau Life of Kansas (formerly Pyramid), we proudly manage policies originally issued by other companies, including: * __American Exchange Life Insurance Company * __American Pioneer Life Insurance Company * __American Progressive Life & Health Insurance Company of New York * __Guarantee Reserve Life Insurance Company * __Marquette National Life Insurance Company * __Nassau Life of Texas (formerly Constitution Life) * __North American Insurance Company of New York * __North American Company of Life and Health * __Pennsylvania Life Insurance Company * __PHL Variable Insurance Company * __Union Bankers Insurance Company * __UnioNational Life Insurance Company80
FOUNDING
YEAR
80
POLICIES
AND CONTRACTS
$27.5
BILLION
COMBINED ASSETS
ASSETS, CAPITAL, AND POLICIES AND CONTRACTS AS OF 3/31/21. WHY WE WANT TO SERVE YOU A history of keeping our promises since 1851SERVICE
We are here to help you manage your policies and contracts.COMMITMENT
We conduct our business with a long-term view because our commitments to you are for a lifetime.INTEGRITY
We strive to earn and keep your trust in everything we do. WHAT OUR CUSTOMERS SAY Do Not Sell My Personal Information __ — Working harder to be your carrier of choice — 2021 Nassau Financial GroupPrivacy
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