Harbourview 5 (CA Only)
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The Harbourview Fixed Indexed Annuity (FIA) Series is offered to individuals seeking both asset protection against market volatility and asset growth from potential market gains.
Available in states:
CA
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
7%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9.25%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
40%
Participation
|
1-Year S&P 500 PTP Monthly Average Cap |
Point to Point
Annual
Monthly average
|
5%
Cap
|
2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
50%
Participation
|
1-Year Nasdaq-100 PTP Cap |
Point to Point
Annual
|
9.25%
Cap
|
1-Year Russell 2000 PTP Cap |
Point to Point
Annual
|
9.25%
Cap
|
1-Year S&P 500 Daily Risk Control 5% ER PTP Participation Rate |
Point to Point
Annual
|
180%
Participation
|
1-Year S&P 500 Daily Risk Control 10% ER PTP Participation Rate |
Point to Point
Annual
|
90%
Participation
|
Surrender schedule
Year | 1 | 2 | 3 | 4 | 5 |
---|---|---|---|---|---|
Penalty | 8% | 8% | 7% | 6% | 5% |