Annuity Educator
Best Guaranteed Annuity Rates
2-Year
5.25%
3-Year
6.25%
5-Year
6.30%
7-Year
5.80%
10-Year
5.80%

Strategy Indexed Annuity (ASIA) PLUS 7

In the complex world of retirement planning, annuities stand out as a popular choice for those seeking steady income streams in their golden years. Amidst a crowded market, a few annuity companies have distinguished themselves through their robust financial strength, customer service excellence, and diverse product offerings.

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Learn how an annuity can provide guaranteed income for life.

The Strategy Indexed Annuity PLUS 7 is a Flexible Premium Deferred Indexed Annuity. In addition, the policy has a 7-year surrender charge period and MVA provision.
Available in states: AL, AK, AZ, AR, CA, 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, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY

Allocation Accounts

Name Type Rates
1-Year Fixed Account
Fixed
4.25% Fixed
1-Year Nasdaq-100 PTP Cap
Point to Point
Annual
9.5% Cap
1-Year S&P MARC 5% ER PTP Participation Rate
Point to Point
Annual
205% Participation
1-Year S&P 500 PTP Participation Rate Uncapped
Point to Point
Annual
45% Participation
1-Year S&P 500 PTP Monthly Sum Cap
Point to Point
Annual
Monthly sum
3.5% Cap
1-Year S&P 500 PTP Cap with 100% Participation Rate
Point to Point
Annual
100% Participation
9.5% Cap
1-Year S&P 500 PTP Cap with 50% Participation Rate
Point to Point
Annual
50% Participation
12% Cap
1-Year S&P 500 Performance Triggered
Performance Triggered
Annual
6.25% Performance triggered

Surrender schedule

Year 1 2 3 4 5 6 7
Penalty 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