Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
2.2%
Fixed
|
2-Year BofA Destinations PTP Participation Rate |
Point to Point
Biennial
|
140%
Participation
|
2-Year CS Tech Edge PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
1-Year BofA Destinations PTP Participation Rate |
Point to Point
Annual
|
95%
Participation
|
2-Year SG Global Sentiment PTP Participation Rate |
Point to Point
Biennial
|
135%
Participation
|
1-Year CS Tech Edge PTP Participation Rate |
Point to Point
Annual
|
100%
Participation
|
2-Year S&P 500 Dividend Aristocrats ER PTP Participation Rate |
Point to Point
Biennial
|
135%
Participation
|
1-Year SG Global Sentiment PTP Participation Rate |
Point to Point
Annual
|
95%
Participation
|
2-Year S&P 500 PTP Cap |
Point to Point
Biennial
|
8.75%
Cap
|
1-Year S&P 500 Dividend Aristocrats ER PTP Participation Rate |
Point to Point
Annual
|
95%
Participation
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.9%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
4.25%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |
---|---|---|---|---|---|---|---|---|---|
Penalty | 8% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
No-Fee Lifetime Income Benefit Rider: Indexing Income (CA) | Yes | None |