Start Cutting RMDs Using the Saw-Tooth Strategy 

Learn about this unique crediting strategy that can reduce RMDs.

What is the Saw-Tooth Strategy?

Not all fixed indexed annuities are created equal. Some offer a unique crediting strategy that can reduce required minimum distributions (RMDs) for your clients, and help preserve the funds in their qualified accounts. Plotting this approach creates a jagged graph that looks like the teeth of a saw — one that cuts down risk and can increase returns.

SMS is uniquely positioned with solutions for maximizing this strategy, and prepared with resources to help you explain and present the saw-tooth concept to your clients.

Download a prospect invitation, presentation, a walk-through video and a phone script to help you present this idea. A Marketing Consultant is available to help consider solutions for clients who want to preserve qualified funds.

Download the Saw-Tooth Materials