Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
4.25%
Fixed
|
1-Year Nasdaq-100 PTP Cap |
Point to Point
Annual
|
9.35%
Cap
|
1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
195%
Participation
|
1-Year S&P 500 PTP Participation Rate Uncapped |
Point to Point
Annual
|
45%
Participation
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
3.5%
Cap
|
1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
9.5%
Cap
|
1-Year S&P 500 PTP Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
17%
Cap
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.25%
Performance triggered
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
Lifetime Income Rider with Fixed Rate | No | 1.10% annually |
Lifetime Income Rider with Fixed Rate Plus Index Credit | No | 0.80% annually |