Strategy Indexed Annuity (ASIA) PLUS 10
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
Highlights
The Strategy Indexed Annuity PLUS 10 is A flexible premium indexed annuity with five crediting strategies available and an option for a lifetime income.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
Type
|
Fixed Index
|
---|---|
Premium Bonus
|
1% |
Term
|
10 Years |
Surrender schedule
|
10%9%8%7%6%5%4%3%2%1% |
Free withdrawal
|
10% |
Market value adjustment
|
|
Return of premium
|
|
Minimum contribution
|
Qualified: $5,000 Non-Qualified: $10,000 |
Types of funds
|
Non-Qualified, Profit Sharing, IRA, Pension, IRA Rollover, IRA Transfer, TSA 403b, SEP IRA, IRA-Roth, Inherited IRA, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
4.5%
Fixed
|
1-Year Nasdaq-100 PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year S&P MARC 5% ER PTP Participation Rate |
Point to Point
Annual
|
210%
Participation
|
1-Year S&P 500 PTP Participation Rate Uncapped |
Point to Point
Annual
|
50%
Participation
|
1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
10%
Cap
|
1-Year S&P 500 PTP Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
15%
Cap
|
1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
3.65%
Cap
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.5%
Performance triggered
|
Surrender schedule
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
---|---|---|---|---|---|---|---|---|---|---|
Penalty | 10% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Riders
Name | Inbuilt | Fee |
---|---|---|
Lifetime Income Rider with Fixed Rate | No | 1.10% annually |
Lifetime Income Rider with Fixed Rate Plus Index Credit | No | 0.80% annually |