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Company Ratings:
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A+ (Superior) by A.M. Best
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Interest Rate:
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Over $100,000
5.63%
Over 9 Years
8.30% Year 1
5.30% Guaranteed Years 2-9
(5.63% yield)
Under $100,000
5.33%
Over 9 Years
8.00% Year 1
5.00%
Guaranteed Years 2-9
(5.33% yield)
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Guaranteed Period: |
9
Years Guaranteed |
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Surrender Charges:
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9 year period:
7%, 7%, 7%, 6%, 5%, 4%, 3%, 2%, 1%, 0%
(30 day window at the end of guarantee period) |
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Minimum Guarantee: |
After the 9th year the rate can
rise but never fall below 3.00%. |
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Minimum Deposit: |
$10,000 ($2,000 qualified)
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Issue Age: |
0-81 |
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Free Withdrawal: |
10% Systematic withdrawals
available immediately |
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Not available in: |
MN, AK
(rates in OR and NY may differ) |
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Death Benefits:
Waivers: |
Full death benefit, Waiver
by state |
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(There are no Charges/Fees to open this fixed annuity) |
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