Name | Type | Rates |
---|---|---|
5-Years Fixed Account |
Fixed
|
2.7%
Fixed
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
4.1%
Cap
|
1-Year S&P 500 PTP Monthly Average Cap |
Point to Point
Annual
Monthly average
|
4.2%
Cap
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.75%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 |
---|---|---|---|---|---|
Penalty | 10% | 9% | 8% | 7% | 5% |
Name | Inbuilt | Fee |
---|---|---|
Preferred 10% Free Withdrawal - 0.08% fee | No | 0.08% annually |
Death Benefit Feature | No | 0.35% annually |
Required Minimum Distribution - 0.16% fee | No | 0.16% annually |
Accumulated Interest Withdrawal - 0.08% fee | No | 0.08% annually |