Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.8%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7%
Cap
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
7.8%
Cap
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.45%
Performance triggered
|
1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
6.8%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
4.1%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8%
Cap
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
8.85%
Cap
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.25%
Performance triggered
|
1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
7.65%
Performance triggered
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 8% | 7% | 7% | 6% | 5% | 4% | 3% |
Name | Inbuilt | Fee |
---|---|---|
Income Accelerator LIB Rider Joint | No | 1.25% annually (2.50% max) |
Income Accelerator LIB Rider Single | No | 1.10% annually (1.30% max) |