Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.3%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8%
Cap
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
2.5%
Cap
|
1-Year S&P 500 LV DRC 5% PTP Spread |
Point to Point
Annual
|
1.25%
Spread
|
1-Year S&P MARC 5% ER PTP Spread |
Point to Point
Annual
|
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
30%
Participation
|
1-Year Morgan Stanley Dynamic Contribution PTP Participation Rate |
Point to Point
Annual
|
135%
Participation
|
2-Year Morgan Stanley Dynamic Contribution PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
2-Year Morgan Stanley Dynamic Contribution PTP Participation Rate with Spread |
Point to Point
Biennial
|
325%
Participation
2%
Spread
|
1-Year S&P MARC 5% ER PTP Enhanced Participation Rate |
Point to Point
Annual
|
170%
Participation
|
2-Year S&P MARC 5% ER PTP Enhanced Participation Rate |
Point to Point
Biennial
|
240%
Participation
|
1-Year Morgan Stanley Dynamic Global PTP Enhanced Participation Rate |
Point to Point
Annual
|
180%
Participation
|
2-Year Morgan Stanley Dynamic Global PTP Enhanced Participation Rate |
Point to Point
Biennial
|
260%
Participation
|
2-Year Morgan Stanley Dynamic Global PTP Participation Rate |
Point to Point
Biennial
|
210%
Participation
|
1-Year Morgan Stanley Dynamic Global PTP Participation Rate |
Point to Point
Annual
|
150%
Participation
|
1-Year S&P Maestro 5 ER PTP Spread |
Point to Point
Annual
|
|
1-Year S&P Maestro 5 ER PTP Enhanced Participation Rate |
Point to Point
Annual
|
160%
Participation
|
2-Year S&P Maestro 5 ER PTP Enhanced Participation Rate |
Point to Point
Biennial
|
230%
Participation
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Penalty | 14% | 14% | 12% | 12% | 11% | 11% | 10% | 9% | 8% | 7% | 6% | 4% |
Name | Inbuilt | Fee |
---|---|---|
PrimePath Pro 12 Rider Level | Yes | None |
PrimePath Pro 12 Rider with Increasing LPP | Yes | None |