Shield Level Pay Plus Advisory
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Highlights
A Brighthouse Shield Level Pay Plus Annuity is an index-linked annuity, which is a long-term financial product designed to help you save for retirement.This type of annuity lets you participate in growth opportunities up to a certain percentage by tracking the performance of a market index while providing a level of protection in down markets. The product features the added benefit of providing guaranteed lifetime income through the choice of two versions of our built-in income rider: Market Growth and Market Growth with Rollup.
Available in states:
AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
Type
|
Fixed Index
|
---|---|
Surrender schedule
|
No Surrender Charge |
Free withdrawal
|
100% |
Market value adjustment
|
|
Return of premium
|
|
Minimum contribution
|
$25,000 |
Types of funds
|
Non-Qualified, 401k, IRA, IRA Rollover, 401a, IRA Transfer, TSA 403b, SEP IRA, IRA-Roth, SIMPLE IRA, 457 plan, and 1035 Exchange |
Brochure
|
Open brochure |
Find out if the Shield Level Pay Plus Advisory is the right product for you.
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year S&P 500 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
9%
Performance triggered
|
2-Year Nasdaq-100 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
16.5%
Performance triggered
|
2-Year Nasdaq-100 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
19%
Performance triggered
|
1-Year Nasdaq-100 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
8.5%
Performance triggered
|
1-Year Nasdaq-100 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
10.5%
Performance triggered
|
2-Year MSCI EAFE Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
13.5%
Performance triggered
|
2-Year MSCI EAFE Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
16%
Performance triggered
|
1-Year MSCI EAFE Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
6.25%
Performance triggered
|
1-Year MSCI EAFE Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
7.75%
Performance triggered
|
2-Year Russell 2000 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
17%
Performance triggered
|
2-Year Russell 2000 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
19%
Performance triggered
|
1-Year Russell 2000 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
8.5%
Performance triggered
|
1-Year Russell 2000 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
10.5%
Performance triggered
|
2-Year S&P 500 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
15%
Performance triggered
|
2-Year S&P 500 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
17%
Performance triggered
|
1-Year S&P 500 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
8%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
3.5%
Fixed
|
1-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
Annual
|
14.5%
Cap
|
3-Year MSCI EAFE PTP Cap Shield 15 |
Point to Point
Triennial
|
90%
Cap
|
3-Year MSCI EAFE PTP Cap Shield 10 |
Point to Point
Triennial
|
140%
Cap
|
1-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
Annual
|
19.5%
Cap
|
1-Year Nasdaq-100 PTP Cap Shield 25 |
Point to Point
Annual
|
10.25%
Cap
|
6-Year Nasdaq-100 PTP Cap Shield 25 |
Point to Point
6-Year
|
85%
Cap
|
6-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
6-Year
|
130%
Cap
|
6-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
6-Year
|
160%
Cap
|
1-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
Annual
|
16%
Cap
|
6-Year MSCI EAFE PTP Cap Shield 25 |
Point to Point
6-Year
|
125%
Cap
|
3-Year S&P 500 PTP Cap Shield 10 |
Point to Point
Triennial
|
140%
Cap
|
6-Year Russell 2000 PTP Cap Shield 25 |
Point to Point
6-Year
|
80%
Cap
|
3-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
Triennial
|
100%
Cap
|
3-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
Triennial
|
70%
Cap
|
3-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
Triennial
|
55%
Cap
|
3-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
Triennial
|
65%
Cap
|
3-Year S&P 500 PTP Cap Shield 15 |
Point to Point
Triennial
|
90%
Cap
|
1-Year MSCI EAFE PTP Cap Shield 25 |
Point to Point
Annual
|
9%
Cap
|
1-Year Russell 2000 PTP Cap Shield 25 |
Point to Point
Annual
|
11%
Cap
|
1-Year S&P 500 PTP Cap Shield 25 |
Point to Point
Annual
|
9.25%
Cap
|
1-Year S&P 500 PTP Cap Shield 15 |
Point to Point
Annual
|
13.5%
Cap
|
1-Year MSCI EAFE PTP Cap Shield 15 |
Point to Point
Annual
|
13.5%
Cap
|
1-Year MSCI EAFE PTP Cap Shield 10 |
Point to Point
Annual
|
20%
Cap
|
6-Year S&P 500 PTP Cap Shield 25 |
Point to Point
6-Year
|
125%
Cap
|
6-Year S&P 500 PTP Cap Shield 15 |
Point to Point
6-Year
|
275%
Cap
|
6-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
6-Year
|
105%
Cap
|
6-Year MSCI EAFE PTP Cap Shield 15 |
Point to Point
6-Year
|
200%
Cap
|
6-Year MSCI EAFE PTP Cap Shield 10 |
Point to Point
6-Year
|
275%
Cap
|
6-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
6-Year
|
135%
Cap
|
6-Year S&P 500 PTP Cap Shield 10 |
Point to Point
6-Year
|
425%
Cap
|
1-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
Annual
|
21.5%
Cap
|
1-Year S&P 500 PTP Cap Shield 10 |
Point to Point
Annual
|
19.5%
Cap
|
2-Year Nasdaq-100 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
20%
Performance triggered
|
1-Year Nasdaq-100 Shield 10 with Step Rate |
Performance Triggered
Annual
|
12.5%
Performance triggered
|
2-Year Nasdaq-100 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
22.5%
Performance triggered
|
1-Year S&P 500 Shield 10 with Step Rate |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
2-Year MSCI EAFE Shield 10 with Step Rate |
Performance Triggered
Biennial
|
18.5%
Performance triggered
|
2-Year MSCI EAFE Shield 15 with Step Rate |
Performance Triggered
Biennial
|
16%
Performance triggered
|
2-Year Russell 2000 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
21%
Performance triggered
|
2-Year Russell 2000 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
23%
Performance triggered
|
2-Year S&P 500 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
18.5%
Performance triggered
|
2-Year S&P 500 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
20%
Performance triggered
|
1-Year Nasdaq-100 Shield 15 with Step Rate |
Performance Triggered
Annual
|
11.5%
Performance triggered
|
1-Year MSCI EAFE Shield 15 with Step Rate |
Performance Triggered
Annual
|
8.25%
Performance triggered
|
1-Year Russell 2000 Shield 15 with Step Rate |
Performance Triggered
Annual
|
11.25%
Performance triggered
|
1-Year S&P 500 Shield 15 with Step Rate |
Performance Triggered
Annual
|
10%
Performance triggered
|
1-Year MSCI EAFE Shield 10 with Step Rate |
Performance Triggered
Annual
|
9%
Performance triggered
|
1-Year Russell 2000 Shield 10 with Step Rate |
Performance Triggered
Annual
|
12.75%
Performance triggered
|
Surrender schedule
Year |
---|
Penalty |
Riders
Name | Inbuilt | Fee |
---|---|---|
Market Growth | Yes | 1.50% annually (2.00% max) |
Market Growth with Rollup | Yes | 1.50% annually (2.00% max) |
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