Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.75%
Fixed
|
1-Year Russell 2000 PTP Monthly Average Cap |
Point to Point
Annual
Monthly average
|
9.25%
Cap
|
1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
140%
Participation
|
3-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Triennial
|
225%
Participation
|
1-Year S&P 500 PTP Higher Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
12%
Cap
|
1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
9%
Cap
|
1-Year Fixed Account |
Fixed
|
4.25%
Fixed
|
1-Year Russell 2000 PTP Monthly Average Cap |
Point to Point
Annual
Monthly average
|
9.75%
Cap
|
1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
155%
Participation
|
3-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Triennial
|
240%
Participation
|
1-Year S&P 500 PTP Higher Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
13%
Cap
|
1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
9.5%
Cap
|
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 9% | 8% | 7% | 6% | 5% | 4% | 3% |
Name | Inbuilt | Fee |
---|---|---|
ONdex Ion GLWB Rider (Age: 50-59) | No | 1.15% annually (2.50% max) |
ONdex Ion GLWB Rider (Age: 60-69) | No | 0.95% annually (2.50% max) |
ONdex Ion GLWB Rider (Age: 70-80) | No | 0.75% annually (2.50% max) |