SecureLink Ultra 7 Rate & Reviews

SecureLink Ultra 7

SecureLink Ultra fixed indexed annuities help your clients combine growth potential plus protection while rewarding them with a Loyalty Bonus for sticking to their long-term retirement goals

A 7% Loyalty Bonus after 10 years
As a reward for sticking with your long-term goals, SecureLink Ultra 7 also offers a one-time Loyalty Bonus. On your 10th contract anniversary, no matter how your indexed accounts have performed, a bonus equal to 7% of your Purchase Payment (reduced dollar-for-dollar for withdrawals) will be credited to your contract value. The bonus will be allocated among your accounts proportionally.

Waiver of surrender charge and MVA
After 1st contract anniversary for following qualifying events:

Hospital, medical care stay
Terminal condition
Annuitization
Death

Inverse Performance Trigger may not be available—check with broker dealer.

Available in states: AL, AK, AZ, AR, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, and WY

Allocation Accounts

Name	Type	Rates
1-Year Fixed Account	Fixed	3% Fixed
1-Year Barclays Trailblazer PTP Participation Rate with Spread	Point to Point Annual	200% Participation 2% Spread
1-Year SG Climate Prepared PTP Participation Rate with Spread	Point to Point Annual	200% Participation 2% Spread
1-Year SG Climate Prepared PTP Participation Rate	Point to Point Annual	160% Participation
1-Year MSCI EAFE PTP Cap	Point to Point Annual	7.45% Cap
1-Year Barclays Trailblazer PTP Participation Rate	Point to Point Annual	160% Participation
1-Year S&P 500 PTP Cap	Point to Point Annual	7.5% Cap
1-Year S&P 500 PTP Participation Rate	Point to Point Annual	34% Participation
1-Year S&P 500 Performance Triggered	Performance Triggered Annual	6% Performance triggered
1-Year S&P 500 Inverse Performance Triggered	Inverse Perf Triggered Annual	9.15% Performance triggered
1-Year Fixed Account	Fixed	3.1% Fixed
1-Year Barclays Trailblazer PTP Participation Rate with Spread	Point to Point Annual	205% Participation 2% Spread
1-Year SG Climate Prepared PTP Participation Rate with Spread	Point to Point Annual	205% Participation 2% Spread
1-Year SG Climate Prepared PTP Participation Rate	Point to Point Annual	165% Participation
1-Year S&P 500 PTP Cap	Point to Point Annual	7.7% Cap
1-Year S&P 500 PTP Participation Rate	Point to Point Annual	36% Participation
1-Year Barclays Trailblazer PTP Participation Rate	Point to Point Annual	165% Participation
1-Year MSCI EAFE PTP Cap	Point to Point Annual	7.7% Cap
1-Year S&P 500 Performance Triggered	Performance Triggered Annual	6.15% Performance triggered
1-Year S&P 500 Inverse Performance Triggered	Inverse Perf Triggered Annual	9.45% Performance triggered
1-Year Fixed Account	Fixed	3.2% Fixed
1-Year Barclays Trailblazer PTP Participation Rate with Spread	Point to Point Annual	210% Participation 2% Spread
1-Year SG Climate Prepared PTP Participation Rate with Spread	Point to Point Annual	210% Participation 2% Spread
1-Year SG Climate Prepared PTP Participation Rate	Point to Point Annual	170% Participation
1-Year Barclays Trailblazer PTP Participation Rate	Point to Point Annual	170% Participation
1-Year MSCI EAFE PTP Cap	Point to Point Annual	7.95% Cap
1-Year S&P 500 PTP Cap	Point to Point Annual	7.9% Cap
1-Year S&P 500 PTP Participation Rate	Point to Point Annual	38% Participation
1-Year S&P 500 Performance Triggered	Performance Triggered Annual	6.3% Performance triggered
1-Year S&P 500 Inverse Performance Triggered	Inverse Perf Triggered Annual	9.75% Performance triggered

Surrender schedule

Year	1	2	3	4	5	6	7
Penalty	9%	8%	7%	6%	5%	4%	3%