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Index Fixed Annuity rates

Company Ratings:

A by A.M. Best

Interest Rate:

Get 100% of the S&P up to the cap it is that simple!

Annually Lock-In Gains That Can Not Be Given Back! 

100% Participation Rate
7 Year Term
9.50% Cap ($100,000 +) (Bail-out cap 7.00% cap)
8.75% Cap ($15,000 - $99,999)
(Bail-out cap 6.25% cap)

5 Year Term

9.25% Cap ($100,000 +) (Bail-out cap 6.25%)
8.50% Cap ($15,000 - $99,999)
(Bail-out cap 5.25%)

DETAILS
Annual Point to Point Reset / Annual Lock-In
1.50% on 100% minimum guarantee
$15,000 minimum deposit.
Bail-Out cap - if the cap ever drops more than 2% below first year cap!

Participation rate:

100%

Minimum Deposit:

$15,000
Issue Age:   0-90
Free Withdrawal:   10% free withdrawal of account value starting in 1st year.
Nursing home not avail. in MA
Annuitization available anytime but not required!

Money Back Guarantee Anytime:

GUARANTEED RETURN OF PREMIUM RIDER
Reduce cap by 0.40% for a guaranteed return of premium at anytime!
(Must be selected at time of application)

Surrender
Charges:
(For withdrawals above the annual free amount)  

7 Years:
Year 1 - 9%
Year 2 - 8%
Year 3 - 7%
Year 4 - 6%
Year 5 - 5%
Year 6 - 4%
Year 7 - 2%
Year 8+ - No Reset 0%
5 Years:
Year 1 - 8%
Year 2 - 7%
Year 3 - 6%
Year 4 - 4%
Year 5 - 2%
Year 6+ - No Reset 0%
Fees

(There are no Charges/Fees to open this index fixed annuity)

Death Benefits:  Full death benefit - No fee or charges!
Example Of Annual Reset
And Lock in
Coming Soon 4/28/2008
Assumes $100,000 Deposit In 7 Year Index
Year S&P Change Account Value    
Year 1        
         
         
         
         
         

 

 

This is a great index fixed annuity that is simple to understand from a (A) Rated 102 Year Old Insurance Company. Feel free to call me direct at 800-373-9697 with any questions.
 

 

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Last modified: 07/23/08