Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.75%
Fixed
|
2-Year Franklin US PTP Spread |
Point to Point
Biennial
|
|
2-Year BlackRock Diversa Volatility Control PTP Spread |
Point to Point
Biennial
|
|
1-Year PIMCO Balanced PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
1-Year Russell 2000 PTP Cap |
Point to Point
Annual
|
7%
Cap
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
7%
Cap
|
1-Year BlackRock Diversa Volatility Control PTP Cap |
Point to Point
Annual
|
15%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7%
Cap
|
1-Year S&P 500 Performance Trigger |
Performance Triggered
Annual
|
6%
Performance triggered
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 9% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
Income Multiplier Benefit | Yes | 1.00% annually |