Name | Type | Rates |
---|---|---|
7-Year Fixed Account |
Fixed
|
4%
Fixed
|
1-Year Fidelity Multifactor Yield 5% ER PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
1-Year S&P 500 PTP Participation Rate with Spread |
Point to Point
Annual
|
50%
Participation
2%
Spread
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7.5%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 6% | 6% | 5% | 4% | 3% | 3% | 2% |
Name | Inbuilt | Fee |
---|---|---|
Capital Income GLWB Level | Yes | 1.00% annually |
Capital Income GLWB Increasing | Yes | 1.00% annually |