Fixed index annuity review and rates
Teton 7 (Most States)
Inherited IRAs will be allowed on Teton with the following conditions:
When the beneficiary is younger than the decedent, maximum issue age of 65
When the beneficiary is older than the decedent, the maximum age at death is 65
Barclays Atlas 5 Boost/Spread - Spread decreases your interest rate. Your interest credit will never be less than zero.
The boost increases your interest credit.
When the beneficiary is younger than the decedent, maximum issue age of 65
When the beneficiary is older than the decedent, the maximum age at death is 65
Barclays Atlas 5 Boost/Spread - Spread decreases your interest rate. Your interest credit will never be less than zero.
The boost increases your interest credit.
Available in states:
AL, AZ, AR, CO, CT, DC, FL, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MI, MS, NE, NH, NM, NC, ND, OK, RI, SD, TN, VT, VA, WV, WI, and WY
Allocation Accounts
| Name | Type | Rates |
|---|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 12% | 12% | 11% | 10% | 9% | 7% | 4% |
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Brochure
Free withdrawal
1st year: 0%
2nd+ year: 5%
2nd+ year: 5%
Surrender schedule
7 years
Return of premium
Market value adjustment
Minimum contribution
$10,000
Types of funds
Non-Qualified, 401k, IRA, IRA Rollover, IRA Transfer, TSA 403b, SEP IRA, IRA-Roth, SIMPLE IRA, Stretch IRA, Inherited IRA, and TSP