Market Protector Advisory 10
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
Highlights
MarketProtector Advisory provides the opportunity for your assets to grow. As a fee-based fixed index annuity, it can defer taxes, Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a "non-natural person" such as a corporation or certain types of trusts create guaranteed income for life, and offer the opportunity to provide for your loved ones through a death benefit.
Available in states:
AL, AK, AZ, AR, 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, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Surrender schedule
|
No Surrender Charge |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, 401k, Profit Sharing, IRA, Pension, IRA Rollover, 401a, IRA Transfer, TSA 403b, SEP IRA, KEOGH, IRA-Roth, 1035 Exchange, Inherited IRA, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
4.45%
Fixed
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
11.05%
Cap
|
| 1-Year MSCI EAFE PTP Participation Rate with Spread |
Point to Point
Annual
|
72%
Participation
2%
Spread
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7.45%
Cap
|
| 1-Year S&P 500 PTP Participation Rate with Spread |
Point to Point
Annual
|
67%
Participation
2%
Spread
|
| 1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
8.35%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.4%
Performance triggered
|
| 1-Year Fixed Account |
Fixed
|
4.75%
Fixed
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
12.1%
Cap
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.45%
Cap
|
| 1-Year MSCI EAFE PTP Participation Rate with Spread |
Point to Point
Annual
|
82%
Participation
2%
Spread
|
| 1-Year S&P 500 PTP Participation Rate with Spread |
Point to Point
Annual
|
72%
Participation
2%
Spread
|
| 1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
9.2%
Performance triggered
|
| 1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.2%
Performance triggered
|
Surrender schedule
| Year |
|---|
| Penalty |
Riders
| 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) |