MarketTen Bonus Index
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MarketTen Bonus Index is a Flexible Premium Fixed Indexed Deferred Annuity with a Premium Bonus on premiums paid in the first five years. The product contains a Fixed Rate Account that earns a traditional interest rate and offers two Index Accounts, with a 10-Year Surrender Charge Period. As an additional guarantee, the cash surrender value will never be less than premiums, less withdrawals. This rider is automatically included on all contracts at no additional charge, subject to state availability.
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
|
4%
Fixed
|
| 1-Year S&P 500 PTP Monthly Average Cap |
Point to Point
Annual
Monthly average
|
8%
Cap
|
| 1-Year S&P 500 PTP Monthly Average Participation Rate |
Point to Point
Annual
Monthly average
|
75%
Participation
|
| 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
2%
Cap
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7%
Cap
|
| 2-Year S&P 500 PTP Monthly Average Cap |
Point to Point
Biennial
Monthly average
|
18%
Cap
|
| 1-Year Barclays Focus50 PTP Participation Rate |
Point to Point
Annual
|
135%
Participation
|
| 2-Year Barclays Focus50 PTP Participation Rate |
Point to Point
Biennial
|
180%
Participation
|
| 1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 10% | 10% | 10% | 10% | 9% | 7% | 6% | 4% | 3% | 2% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| MarketTen Bonus Income Rider | No | 1.00% annually (1.00% max) |