Name | Type | Rates |
---|---|---|
5-Year Fixed Account |
Fixed
|
3.5%
Fixed
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
7.4%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
7.4%
Cap
|
1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
6.65%
Performance triggered
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.65%
Performance triggered
|
5-Year Fixed Account |
Fixed
|
3.75%
Fixed
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.5%
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
|
Year | 1 | 2 | 3 | 4 | 5 |
---|---|---|---|---|---|
Penalty | 9% | 8% | 8% | 7% | 6% |
Name | Inbuilt | Fee |
---|---|---|
Interest Enhanced Death Benefit | No | 0.40% annually |