Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
1%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
1.75%
Cap
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
10%
Participation
|
1-Year S&P 500 Dividend Aristocrats DRC 5% ER PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
2-Year S&P 500 Dividend Aristocrats DRC 5% ER PTP Participation Rate |
Point to Point
Biennial
|
50%
Participation
|
1-Year S&P 500 Dividend Aristocrats DRC 5% ER PTP Cap |
Point to Point
Annual
|
2.25%
Cap
|
2-Year S&P 500 PTP Cap |
Point to Point
Biennial
|
3.75%
Cap
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
15%
Participation
|
1-Year BofA Destinations PTP Participation rate |
Point to Point
Annual
|
45%
Participation
|
2-Year BofA Destinations PTP Participation rate |
Point to Point
Biennial
|
65%
Participation
|
2-Year CS Tech Edge PTP Participation rate |
Point to Point
Biennial
|
65%
Participation
|
1-Year CS Tech Edge PTP Participation rate |
Point to Point
Annual
|
45%
Participation
|
2-Year SG Global Sentiment PTP Participation rate |
Point to Point
Biennial
|
65%
Participation
|
1-Year SG Global Sentiment PTP Participation rate |
Point to Point
Annual
|
45%
Participation
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |
---|---|---|---|---|---|---|---|---|---|
Penalty | 8% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
IncomeShield LIBR - CA Option 1 - 4.00% Rollup | Yes | None |
IncomeShield LIBR CA - Option 3 - 7.00% Rollup | Yes | 1.10% annually |
IncomeShield LIBR CA Option 2 - 8.25% Rollup | Yes | 1.10% annually |