Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.55%
Fixed
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
41%
Participation
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
61%
Participation
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
85%
Participation
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
57%
Participation
|
1-Year SG Columbia Adaptive Risk Allocation PTP Participation Rate |
Point to Point
Annual
|
142%
Participation
|
1-Year SG Columbia Adaptive Risk Allocation PTP Participation Rate |
Point to Point
Annual
|
212%
Participation
|
2-Year SG Columbia Adaptive Risk Allocation PTP Participation Rate |
Point to Point
Biennial
|
292%
Participation
|
2-Year SG Columbia Adaptive Risk Allocation PTP Participation Rate |
Point to Point
Biennial
|
196%
Participation
|
1-Year SG Laser PTP Participation Rate |
Point to Point
Annual
|
139%
Participation
|
1-Year SG Laser PTP Participation Rate |
Point to Point
Annual
|
208%
Participation
|
2-Year SG Laser PTP Participation Rate |
Point to Point
Biennial
|
288%
Participation
|
2-Year SG Laser PTP Participation Rate |
Point to Point
Biennial
|
191%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7.15%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
11.8%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 9% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
Heritage Maximizer | No | 0.30% annually |