AssetShield Bonus 10
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Highlights
AssetShield Bonus 10 is a Flexible Premium Deferred Index Annuity. Designed to shield a portion of your portfolio from retirement unknowns that can stand in the way of your accumulation goals. Through features like principal protection and automatic reset, the AssetShield annuity helps shield your principal and any earned interest from index volatility while providing strong accumulation opportunities.
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, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Premium Bonus
|
5% |
|
Term
|
10 Years |
|
Surrender schedule
|
9.1%9%8%7%6%5%4%3%2%1% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$5,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, 1035 Exchange, Inherited IRA, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 2-Year S&P 500 Dividend Aristocrats DRC 5% ER PTP Participation Rate |
Point to Point
Biennial
|
185%
Participation
|
| 2-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Biennial
|
240%
Participation
|
| 2-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Biennial
|
150%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Annual
|
165%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Annual
|
105%
Participation
|
| 2-Year BofA Destinations PTP Participation Rate |
Point to Point
Biennial
|
315%
Participation
|
| 2-Year BofA Destinations PTP Participation Rate |
Point to Point
Biennial
|
190%
Participation
|
| 1-Year BofA Destinations PTP Participation Rate |
Point to Point
Annual
|
215%
Participation
|
| 1-Year BofA Destinations PTP Participation Rate |
Point to Point
Annual
|
130%
Participation
|
| 2-Year UBS Tech Edge PTP Participation Rate |
Point to Point
Biennial
|
335%
Participation
|
| 2-Year UBS Tech Edge PTP Participation Rate |
Point to Point
Biennial
|
200%
Participation
|
| 1-Year UBS Tech Edge PTP Participation Rate |
Point to Point
Annual
|
220%
Participation
|
| 1-Year UBS Tech Edge PTP Participation Rate |
Point to Point
Annual
|
130%
Participation
|
| 2-Year S&P 500 Dividend Aristocrats DRC 5% ER PTP Participation Rate |
Point to Point
Biennial
|
310%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% ER PTP Participation Rate |
Point to Point
Annual
|
220%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% ER PTP Participation Rate |
Point to Point
Annual
|
130%
Participation
|
| 2-Year SG Global Sentiment PTP Participation Rate |
Point to Point
Biennial
|
305%
Participation
|
| 2-Year SG Global Sentiment PTP Participation Rate |
Point to Point
Biennial
|
185%
Participation
|
| 1-Year SG Global Sentiment PTP Participation Rate |
Point to Point
Annual
|
210%
Participation
|
| 1-Year SG Global Sentiment PTP Participation Rate |
Point to Point
Annual
|
125%
Participation
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
50%
Participation
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
30%
Participation
|
| 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
3%
Cap
|
| 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.9%
Cap
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8%
Cap
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
6%
Cap
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 9% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Rate Integrity Rider | Yes |