Name | Type | Rates |
---|---|---|
1-Year Sunrise Smart Passage SG Participation Rate |
Nassau Sunrise
Annual
|
63%
Participation
|
1-Year Sunrise Smart Passage SG Enhanced Participation Rate |
Nassau Sunrise
Annual
|
86%
Participation
|
2-Year Sunrise Smart Passage SG Participation Rate |
Nassau Sunrise
Biennial
|
113%
Participation
|
2-Year Sunrise Smart Passage SG Enhanced Participation Rate |
Nassau Sunrise
Biennial
|
155%
Participation
|
1-Year Fixed Account (MD Only) |
Fixed
|
2.75%
Fixed
|
1-Year Fixed Account (Most States) |
Fixed
|
2.75%
Fixed
|
1-Year S&P 500 PTP Enhanced Participation Rate |
Point to Point
Annual
|
36%
Participation
|
2-Year S&P 500 PTP Enhanced Participation Rate |
Point to Point
Biennial
|
51%
Participation
|
1-Year Nasdaq-100 PTP Participation Rate |
Point to Point
Annual
|
21%
Participation
|
1-Year Nasdaq-100 PTP Enhanced Participation Rate |
Point to Point
Annual
|
30%
Participation
|
2-Year Nasdaq-100 PTP Participation Rate |
Point to Point
Biennial
|
31%
Participation
|
2-Year Nasdaq-100 PTP Enhanced Participation Rate |
Point to Point
Biennial
|
43%
Participation
|
1-Year CSTMAI PTP Spread |
Point to Point
Annual
|
0.75%
Spread
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
4.75%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
26%
Participation
|
2-Year CSTMAI PTP Spread |
Point to Point
Biennial
|
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
37%
Participation
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.75%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 12% | 12% | 12% | 11% | 10% | 9% | 8% | 7% | 6% | 4% |
Name | Inbuilt | Fee |
---|---|---|
Income, Care & Family Protection: Today (Age 0-70) | No | 1.15% annually (1.50% max) |
Income, Care & Family Protection: Tomorrow (Age 0-70) | No | 1.15% annually (1.50% max) |
Income & Family Protection: Today | No | 1.15% annually (1.50% max) |
Income & Family Protection: Tomorrow | No | 1.15% annually (1.50% max) |
Income & Care Protection: Today (Age 71-80) | No | 0.95% annually (1.50% max) |
Income & Care Protection: Tomorrow (Age 0-70) | No | 0.95% annually (1.50% max) |
Income, Care & Family Protection: Tomorrow (Age 71-80) | No | 1.15% annually (1.50% max) |
Income & Care Protection: Tomorrow (Age 71-80) | No | 0.95% annually (1.50% max) |
Income & Care Protection: Today (Age 0-70) | No | 0.95% annually |
Income, Care & Family Protection: Today (Age 71-80) | No | 1.15% annually (1.50% max) |