Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
5%
Fixed
|
1-Year iShares US Real Estate PTP Cap |
Point to Point
Annual
|
12.5%
Cap
|
1-Year iShares MSCI EAFE ETF PTP Cap |
Point to Point
Annual
|
9.5%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year S&P 500 Average DRC 10% PR PTP Participation Rate |
Point to Point
Annual
|
75%
Participation
|
1-Year S&P US Retiree Spending TR PTP Participation Rate |
Point to Point
Annual
|
80%
Participation
|
1-Year S&P 500 PTP Cap (7-Year Lock) |
Cap lock-in
Annual
|
8.75%
Cap
|
1-Year Fixed Account |
Fixed
|
5.1%
Fixed
|
1-Year iShares US Real Estate PTP Cap |
Point to Point
Annual
|
13%
Cap
|
1-Year iShares MSCI EAFE ETF PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.5%
Cap
|
1-Year S&P 500 Average DRC 10% PR PTP Participation Rate |
Point to Point
Annual
|
80%
Participation
|
1-Year S&P US Retiree Spending TR PTP Participation Rate |
Point to Point
Annual
|
85%
Participation
|
1-Year S&P 500 PTP Cap (7-Year Lock) |
Cap lock-in
Annual
|
9%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 7% | 7% | 7% | 6% | 5% | 4% | 3% |
Name | Inbuilt | Fee |
---|---|---|
Income Defender | No | 0.85% annually |