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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