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Defined Benefit Annuity

TM

Predefine your retirement income.

Save with annual guidance.

Realize your retirement income.

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Defined Benefit Annuity enables your clients to systematically build wealth, define their retirement income in advance, and have annual guidance on how their contributions must be adjusted to actually receive their desired lifetime guaranteed income. A revolutionary development? You bet!

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Americans can't answer the most important question any retiree must answer:

What's my income?

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GBU's innovative fixed index annuity, Future Flex FIA, is the first annuity to serve as the funding vehicle for Defined Benefit Annuity. FutureFlex is truly consumer-oriented, with a 4-year surrender charge, exceptional living benefits, and generous liquidity provisions,  In addition, the annuity offers interest crediting potential linked to two indices sponsored by Barclays. 

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What Are The Key Objectives?

Simplicity I Transparency I Client Empowerment

Introduce a contract management system that assesses actual performance and provides premium adjustment guidance.

1

Base projected performance on conservative rate-of-return assumptions.

2

3

Deliver a new level of transparency and policyowner empowerment. 

4

Protect families and improve financial security outcomes in retirement.

(C)Copyright 2025 Wealth2k, Inc. All rights reserved.  I   Email: info@wealth2k.com  I  Phone: 781-989-5200
Safety-First Retirement Planning, Defined Benefit Life and Defined Benefit Annuity are trademarks of David Macchia.
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