Income 150+ SE 7 Rate & Reviews

Income 150+ SE 7

Income 150+ is a single premium fixed index annuity designed with a guaranteed lifetime withdrawal benefit which provides income through guaranteed Lifetime Annual Payments that clients cannot outlive (assuming no excess withdrawals).

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	3.5% Fixed
1-Year MSCI EAFE PTP Cap	Point to Point Annual	6.75% Cap
1-Year Russell 2000 PTP Cap	Point to Point Annual	6.75% Cap
1-Year S&P 500 PTP Cap	Point to Point Annual	6.75% Cap
1-Year PIMCO Balanced PTP Participation Rate	Point to Point Annual	140% Participation
2-Year BlackRock Diversa Volatility Control PTP Spread	Point to Point Biennial	2% Spread
2-Year Franklin US PTP Spread	Point to Point Biennial	2% Spread
1-Year BlackRock Diversa Volatility Control PTP Cap	Point to Point Annual	14.75% Cap
1-Year S&P 500 Performance Trigger	Performance Triggered Annual	5.75% Performance triggered
1-Year Fixed Account	Fixed	3.75% Fixed
1-Year MSCI EAFE PTP Cap	Point to Point Annual	7% Cap
1-Year Russell 2000 PTP Cap	Point to Point Annual	7% Cap
1-Year S&P 500 PTP Cap	Point to Point Annual	7% Cap
1-Year PIMCO Balanced PTP Participation Rate	Point to Point Annual	150% Participation
2-Year BlackRock Diversa Volatility Control PTP Spread	Point to Point Biennial
2-Year Franklin US PTP Spread	Point to Point Biennial
1-Year BlackRock Diversa Volatility Control PTP Cap	Point to Point Annual	15% Cap
1-Year S&P 500 Performance Trigger	Performance Triggered Annual	6% Performance triggered

Surrender schedule

Year	1	2	3	4	5	6	7
Penalty	8%	8%	7%	6%	5%	4%	3%

Riders

Name	Inbuilt	Fee
Income 150+ Guaranteed Lifetime Income Benefit Plus	Yes	1.05% annually