Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
1.25%
Fixed
|
1-Year Morgan Stanley Dynamic US Equities PTP Participation Rate |
Point to Point
Annual
|
37%
Participation
|
2-Year Morgan Stanley Dynamic US Equities PTP Participation Rate |
Point to Point
Biennial
|
64%
Participation
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.25%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
18%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
2.5%
Cap
|
2-Year S&P MARC 5% PTP Participation Rate |
Point to Point
Biennial
|
80%
Participation
|
1-Year S&P MARC 5% PTP Participation Rate |
Point to Point
Annual
|
55%
Participation
|
2-Year SG Entelligent 6% VT PTP Participation Rate |
Point to Point
Biennial
|
80%
Participation
|
1-Year SG Entelligent 6% VT PTP Participation Rate |
Point to Point
Annual
|
55%
Participation
|
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 |
---|---|---|
Heritage Income Advantage GLWB rider | No | 1.25% annually |