Ameritas (Legacy Marketing Group) IncomeMark Select
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Highlights
IncomeMark Select is a 10-year single premium deferred fixed index annuities. IncomeMark Select can help you grow, nurture, and harvest your retirement funds so you can enjoy the retirement process. Designed to provide highly competitive income potential driven by strong accumulation options, IncomeMark Select can help set you up for financial stability.
Please note this product is developed and marketed exclusively with Legacy Marketing Group.
Please note this product is developed and marketed exclusively with Legacy Marketing Group.
Available in states:
AL, AZ, AR, CO, DC, FL, GA, IL, IA, KS, KY, LA, ME, MI, MS, MT, NE, NC, ND, RI, SD, TN, VT, VA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
10 Years |
|
Surrender schedule
|
10%10%10%9%9%8%7%6%4%2% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, SEP IRA, IRA-Roth, SIMPLE IRA, 1035 Exchange, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3.9%
Fixed
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
53%
Participation
|
| 1-Year Russell 2000 PTP Cap |
Point to Point
Annual
|
7.35%
Cap
|
| 2-Year BNPP Momentum 5 PTP Participation Rate |
Point to Point
Biennial
|
215%
Participation
|
| 2-Year US Innovative Leaders 5 PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7.5%
Cap
|
| 1-Year BNPP Momentum 5 PTP Participation Rate |
Point to Point
Annual
|
165%
Participation
|
| 1-Year US Innovative Leaders 5 PTP Participation Rate |
Point to Point
Annual
|
155%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 10% | 10% | 10% | 9% | 9% | 8% | 7% | 6% | 4% | 2% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| MyGrowth Income Rider Level | Yes | 0.95% annually (2.50% max) |
| MyGrowth Income Rider Increasing | Yes | 0.95% annually (2.50% max) |
| MyGrowth Income Rider With Booster Level | Yes | 1.05% annually |
| MyGrowth Income Rider With Booster Increasing | Yes | 1.05% annually (2.50% max) |