Name | Type | Rates |
---|---|---|
10-Year Fixed Account |
Fixed
|
3.8%
Fixed
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
8.35%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.35%
Cap
|
1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
7.5%
Performance triggered
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.5%
Performance triggered
|
10-Year Fixed Account |
Fixed
|
4%
Fixed
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
8.9%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.9%
Cap
|
1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
7.95%
Performance triggered
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.95%
Performance triggered
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 9% | 8% | 8% | 7% | 6% | 4% | 4% | 3% | 2% | 1% |
Name | Inbuilt | Fee |
---|---|---|
Interest Enhanced Death Benefit | No | 0.40% annually |