Simple & Guaranteed Fixed Indexed Annuity (FIA)

 

 

Index Select
Annuity 5

Index Select
Annuity 7

Index Select
Annuity 10

Surrender Period: 
5 years
7, 6, 5, 4, 2%

4.25%
(15-99K)
4.75%
(100k+)

Guaranteed Minimum
Accumulation Value

105%

Fixed Interest Account 2.00%


Commission
3.00%

Surrender Period: 
7 years
7, 6, 5, 4, 3, 2, 1%

5.00%
(15-99K)
5.50%
(100k+)

Guaranteed Minimum
Accumulation Value

107%

Fixed Interest Account 2.00%


Commission
4.00%

 Surrender Period: 
9 years
8, 7, 6, 5, 4, 3, 2, 1, 0.9%

5.10%
(15-99K)
5.60%
(100k+)

Guaranteed Minimum
Accumulation Value

110%

Fixed Interest Account 2.00%


Commission
5.00%

Rates/caps can adjust annually

Rates/caps can adjust annually

Rates/caps can adjust annually

Surrender: 5 Years W/ MVA: 7,6,5,4,2 Surrender: 7 Years W/ MVA: 7,6,5,4,3,2,1 Surrender: 9 Years W/ MVA: 8,7,6,5,4,3,2,1,0.9%
 
Minimum Deposit

$15,000 - Max is $1,000,000

Company Rating

A by A.M. Best

Not Available In

NY - ( 10 Year not in CA, MN, MO, NY, TX, WA)

Agent Appointment

Licensing paperwork Agent Appointment

Rate Spreadsheet

Rates & Details

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