Eagle Select Income Focus
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Highlights
Eagle Select Income Focus is a Flexible Premium Deferred Index Annuity. This annuity is tax-deferred, which means taxes are not paid on the interest it earns until any distribution occurs. Annuity contracts are long-term in nature and are not meant to be used for money one would anticipate needing in the short-term.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
7 Years |
|
Surrender schedule
|
8%8%7%6%5%4%3% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$5,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, 1035 Exchange, Inherited IRA, and NQ Stretch |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
2.45%
Fixed
|
| 2-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Biennial
|
215%
Participation
|
| 2-Year BlackRock Adaptive U.S. Equity 5% PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 5% PTP Participation Rate |
Point to Point
Annual
|
155%
Participation
|
| 2-Year BlackRock Adaptive U.S. Equity 5% PTP Participation Rate |
Point to Point
Biennial
|
170%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 5% PTP Participation Rate |
Point to Point
Annual
|
115%
Participation
|
| 1-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Annual
|
100%
Participation
|
| 2-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Biennial
|
145%
Participation
|
| 1-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Annual
|
140%
Participation
|
| 2-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Biennial
|
200%
Participation
|
| 1-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Annual
|
105%
Participation
|
| 2-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Biennial
|
150%
Participation
|
| 1-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
50%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
| 2-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
| 2-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Biennial
|
150%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Annual
|
105%
Participation
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
35%
Participation
|
| 2-Year S&P 500 PTP Cap |
Point to Point
Biennial
|
9.25%
Cap
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
25%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
4.5%
Cap
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% | 4% | 3% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Eagle Select Income Focus LIBR Option 1 | Yes | 1.00% annually |
| Eagle Select Income Focus LIBR Option 2 | Yes | 1.00% annually |