Pacific Index Foundation, a deferred fixed indexed annuity, is now available to TD Ameritrade clients. Although TD Ameritrade has offered fixed and fee-based variable annuities to clients since 2012, and Pacific Index Foundation is the first fixed indexed annuity to be offered on the platform.
Clients of TD Ameritrade can purchase a Pacific Index Foundation annuity directly from TD Ameritrade’s annuity specialists.
Pacific Index Foundation also offers a choice of two optional benefits for an additional cost: one for guaranteed lifetime income and the other for enhancing the financial legacy that clients leave to beneficiaries.
TD Ameritrade and Pacific Life are separate, unaffiliated firms. Annuities are provided to TD Ameritrade clients through The Insurance Agency of TD Ameritrade, LLC.
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