1.800.373.9697

Mon-Fri 8:30 am - 4:30pm PST

Quality - Integrity - Expertise 

Would you like information on this fixed annuity?

Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Not available in all states.

LIQUID FPDA - THIS IS A TRUE NO SURRENDER FIXED ANNUITY.

‚ÄčNo charges - No Fees - No Surrender Period - Leave At Anytime!

  • Current Interest Rate: 1.65%
  • Rate Guaranteed Period: 1 Year
  • Minimum Guarantee: Determined Annually
  • Surrender Charges: NONE - 0% - NO MVA 
  • Minimum Deposit: $10,000 minimum - Add $1,000 or more anytime
  • Issue Age: 0-100 (85 in OK)
  • States NOT approved in: AL, CA, DC, DE, FL, MN, MO, MT, ND, NY
  • Free Withdrawal: 100% Liquid 
    Must maintain $10,000 value - Additional deposit minimum $1,000
  • Death Benefits: Full Death Benefit -Goes direct to named beneficiary(ies)
  • Company Ratings: B++ by A.M. Best (Upgraded 3 times since 2012)
  • Uses: Great for
    - Old 401K and qualified funds rollovers
    - 30 day window MYGA window alternative
    - May avoid probate
    - Tax deferral
    - May be transferred into any of the carriers other MYGA products anytime.

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Not all products are available in all states. We do not offer tax or legal advice. Fixed annuities are insurance products.
Rates shown are subject to change at any time.  For firm confirmation of current rates, a written proposal should be requested by calling call (800) 373-9697.
Withdrawals prior to age 59 1/2 may be subject to a 10% penalty tax. Licensed in most states. Managing general agency - CA Insurance License #0B67385