Simple & Guaranteed Fixed Indexed Annuity (FIA)

 

Index Select
Annuity 5

Index Select
Annuity 7

Index Select
Annuity 10

Cap w/ 100% Participation
5.25% Cap
(15-99K)
5.50%Cap
(100k+)
Participation Rate No Cap
50%
(15-99K)
52%
(100k+)

Fixed Interest Account 2.00%


Commission
3.00% (0-80)

Cap w/ 100% Participation
5.75%
(15-99K)
6.00%
(100k+)
Participation Rate No Cap
51%
(15-99K)
53%
(100k+)

Fixed Interest Account 2.00%


Commission
4.00% (0-80)

Cap w/ 100% Participation
6.00%
(15-99K)
6.25%
(100k+)
Participation Rate No Cap
52%
(15-99K)
54%
(100k+)

Fixed Interest Account 2.00%


Commission
5.00% (0-80)

Rates/caps can adjust annually

Rates/caps can adjust annually

Rates/caps can adjust annually

Surrender: 5 Years W/ MVA:
9.4%, 8.5%, 7.5%, 6.5%, 5.5%
 
Surrender: 7 Years W/ MVA:
9.4%, 8.5%, 7.5%, 6.5%, 5.5%
4.5%, 3.5%
Surrender: 9 Years W/ MVA:
9.4%, 8.5%, 7.5%, 6.5%, 5.5%
4.5%, 3.5%, 2.5%, 1.5%, 0.5%
 
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)
Participation Rate No Cap Not Available In CA

Agent Appointment

Licensing paperwork Agent Appointment

Rate Spreadsheet

Rates & Details

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