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Trailhead FIA

5-Year Fixed Indexed Annuity

Market-linked growth potential with principal protection
Fixed Indexed Annuity (FIA)

A 5-Year FIA Built for Growth Without Market Risk

Trailhead FIA offers market-linked upside opportunities with 0% downside risk. Designed for clients seeking growth potential, income flexibility, and protection during market volatility.

Commission
6%
Up to Age 89.
Term Length
5 Years
Short, defined surrender period.
Bonus
110% Year 1
Interest Boost.

Why Advisors Use Trailhead FIA

  • Principal protected from market downturns.
  • Growth potential tied to index performance.
  • Simple 5-year story that’s easy to explain.
  • Strong positioning for conservative growth clients.

Client-Friendly Features

  • Tax-deferred growth.
  • Optional income strategies.
  • Liquidity provisions available after year one.
  • Death benefit protects beneficiaries.
For agent use only. Not intended for use with the general public or consumers.

Agent Resources

Download marketing and product materials below.

Ready to Offer Trailhead FIA?

Get contracted and start positioning a growth-focused FIA today.

Get Contracted

Product availability, features, rates, and compensation may vary by state, issue age, product version (5-, 7-, or 10-year), and over time. All caps, participation rates, boosts, and commission levels are subject to change at the carrier’s discretion and may not apply to every contract. Certain riders and benefits may not be available in all states. This page highlights general features and should not be considered a guarantee of future availability or performance.

Toll Free – 888-990-5501

Direct – 952-542-6300
Sales – 218-877-8878

Fax – 888-990-5123 

6500 City West Parkway Suite # 101
Eden Prairie, MN 55344

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