MarketMax Index
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A Flexible Premium Fixed Index Deferred Annuity. Rate Buy-Up feature provides higher cap and participation rates in exchange for a 1% 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, 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
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
5%
Fixed
|
| 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
|
200%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
13%
Cap
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
65%
Participation
|
| 1-Year Barclays Focus50 PTP Participation Rate |
Point to Point
Annual
|
225%
Participation
|
| 1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
250%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 9% | 8% | 7% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |