MarketForce Bonus
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Highlights
MarketForce Bonus is a Single Premium Fixed Index Deferred Annuity with a Premium Bonus on premiums paid in the first year. Rate Buy-Up feature provides higher cap and participation rates in exchange for a 1.50% annual fee. Product contains a Fixed-Rate Account and a variety of Index Accounts, including custom, risk-controlled indices: Barclays Focus50 Index and S&P MARC 5% Excess Return Index.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, 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
|
---|---|
Premium Bonus
|
10% |
Term
|
10 Years |
Surrender schedule
|
16%14.5%13%11.5%9.5%8%6.5%5%3%1% |
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
Market value adjustment
|
|
Return of premium
|
|
Minimum contribution
|
$10,000 |
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, SIMPLE IRA, Inherited IRA, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.75%
Fixed
|
1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
225%
Participation
|
1-Year Barclays Focus50 PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
60%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
160%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
6.5%
Cap
|
Surrender schedule
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 16% | 15% | 13% | 12% | 10% | 8% | 7% | 5% | 3% | 1% |