Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
4.25%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year S&P 500 PTP Cap (7-Year Lock) |
Point to Point
Annual
|
7.8%
Cap
|
1-Year iShares U.S. Real Estate PTP Cap |
Point to Point
Annual
|
9.5%
Cap
|
1-Year S&P 500 Average DRC 10% PR PTP Participation Rate |
Point to Point
Annual
|
75%
Participation
|
1-Year Fixed Account |
Fixed
|
4.35%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.25%
Cap
|
1-Year S&P 500 PTP Cap (7-Year Lock) |
Point to Point
Annual
|
8.05%
Cap
|
1-Year iShares U.S. Real Estate PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year S&P 500 Average DRC 10% PR PTP Participation Rate |
Point to Point
Annual
|
80%
Participation
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 9% | 8% | 7% | 6% | 5% | 4% | 3% |
Name | Inbuilt | Fee |
---|---|---|
IncomeSecure | No | 0.95% annually |
Inheritance Enhancer (Age 50-75) | No | 1.15% annually |
Inheritance Enhancer (Age 76-85) | No | 1.15% annually |