Name | Type | Rates |
---|---|---|
5-Year SG Columbia Adaptive Risk Allocation FUSION Participation Rate with Fixed rate on Gain |
FUSION
5-Year
|
311%
Participation
1%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
4.15%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.85%
Cap
|
2-Year SG Columbia Adaptive Risk Allocation PTP Participation Rate |
Point to Point
Biennial
|
233%
Participation
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
49%
Participation
|
1-Year Morgan Stanley TEBI PTP Participation Rate |
Point to Point
Annual
|
135%
Participation
|
2-Year Morgan Stanley TEBI PTP Participation Rate |
Point to Point
Biennial
|
185%
Participation
|
1-Year SG Columbia Adaptive Risk Allocation PTP Participation Rate |
Point to Point
Annual
|
169%
Participation
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 13% | 12% | 12% | 11% | 10% | 9% | 8% | 7% | 6% | 5% |
Name | Inbuilt | Fee |
---|---|---|
BeneBooster Option 1 (Age 0-75) | Yes | None |
BeneBooster Option 2 (Age 76-85) | Yes | None |
Optimizer Fee | Yes | 1.00% annually |