Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.35%
Fixed
|
2-Year BlackRock ESG US 5% ER PTP Enhanced Participation Rate |
Point to Point
Biennial
|
270%
Participation
|
1-Year BlackRock ESG US 5% ER PTP Enhanced Participation Rate |
Point to Point
Annual
|
190%
Participation
|
2-Year BlackRock ESG US 5% ER PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
1-Year BlackRock ESG US 5% ER PTP Participation Rate |
Point to Point
Annual
|
140%
Participation
|
1-Year S&P 500 LV DRC 5% TR PTP Spread |
Point to Point
Annual
|
2.5%
Spread
|
2-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Biennial
|
195%
Participation
|
1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
140%
Participation
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9.25%
Cap
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
2.7%
Cap
|
1-Year Fidelity Multifactor Yield 5% ER PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
2-Year Fidelity Multifactor Yield 5% ER PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
1-Year Fidelity Multifactor Yield 5% ER PTP Enhanced Participation Rate |
Point to Point
Annual
|
200%
Participation
|
2-Year Fidelity Multifactor Yield 5% ER PTP Enhanced Participation Rate |
Point to Point
Biennial
|
280%
Participation
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
7.75%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
3.6%
Fixed
|
2-Year BlackRock ESG US 5% ER PTP Enhanced Participation Rate |
Point to Point
Biennial
|
280%
Participation
|
1-Year BlackRock ESG US 5% ER PTP Enhanced Participation Rate |
Point to Point
Annual
|
200%
Participation
|
2-Year BlackRock ESG US 5% ER PTP Participation Rate |
Point to Point
Biennial
|
205%
Participation
|
1-Year BlackRock ESG US 5% ER PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
2.8%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.25%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
2-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Biennial
|
205%
Participation
|
1-Year S&P 500 LV DRC 5% PTP Spread |
Point to Point
Annual
|
1.75%
Spread
|
1-Year Fidelity Multifactor Yield 5% ER PTP Participation Rate |
Point to Point
Annual
|
160%
Participation
|
2-Year Fidelity Multifactor Yield 5% ER PTP Participation Rate |
Point to Point
Biennial
|
225%
Participation
|
1-Year Fidelity Multifactor Yield 5% ER PTP Enhanced Participation Rate |
Point to Point
Annual
|
210%
Participation
|
2-Year Fidelity Multifactor Yield 5% ER PTP Enhanced Participation Rate |
Point to Point
Biennial
|
290%
Participation
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
8.25%
Performance triggered
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 9% | 9% | 8% | 7% | 6% | 5% | 3% |
Name | Inbuilt | Fee |
---|---|---|
Summit Income Strategy Level | No | 1.25% annually |
Summit Income Strategy Increasing | No | 1.25% annually |