Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
4.5%
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
|
175%
Participation
|
1-Year Russell 2000 PTP Cap |
Point to Point
Annual
|
9%
Cap
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
9%
Cap
|
1-Year BlackRock Diversa Volatility Control PTP Cap |
Point to Point
Annual
|
18%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9%
Cap
|
1-Year S&P 500 Performance Trigger |
Performance Triggered
Annual
|
7%
Performance triggered
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 2% | 2% | 2% | 2% | 2% | 2% | 2% |
Name | Inbuilt | Fee |
---|---|---|
Advisory Income Multiplier Benefit | Yes | 1.00% annually |