SecureLink Ultra 7 (CA Only)
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Highlights
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:
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:
CA
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
7 Years |
|
Surrender schedule
|
9%8%7%6%5%4%3% |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$20,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA-Roth, Inherited IRA, and NQ Stretch |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
2.75%
Fixed
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
6.5%
Cap
|
| 1-Year Barclays Trailblazer PTP Participation Rate |
Point to Point
Annual
|
145%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
6.5%
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
|
5.25%
Performance triggered
|
| 1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
8.9%
Performance triggered
|
| 1-Year Fixed Account |
Fixed
|
2.85%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
6.7%
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
|
150%
Participation
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
6.75%
Cap
|
| 1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
5.4%
Performance triggered
|
| 1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
9.2%
Performance triggered
|
| 1-Year Fixed Account |
Fixed
|
2.95%
Fixed
|
| 1-Year Barclays Trailblazer PTP Participation Rate |
Point to Point
Annual
|
155%
Participation
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
7%
Cap
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
6.9%
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
|
5.55%
Performance triggered
|
| 1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
9.5%
Performance triggered
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 9% | 8% | 7% | 6% | 5% | 4% | 3% |