Shield Level Select 3-Year
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Highlights
Brighthouse Shield Level Select 3-Year Annuity is a long-term contract intended for retirement or other long-term investment purposes. It uses a portion of retirement assets to help take advantage of market growth opportunities with the assurance of a level of downside protection other investment options may not provide. A Shield annuity is an index-linked annuity that doesn’t invest directly in the chosen index or indices, but rather tracks their performance.
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, MO, 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
|
---|---|
Term
|
3 Years |
Surrender schedule
|
6%6%5% |
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
Market value adjustment
|
|
Return of premium
|
|
Minimum contribution
|
$25,000 |
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, IRA-Roth, Stretch IRA, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Find out if the Shield Level Select 3-Year is the right product for you.
Allocation Accounts
Name | Type | Rates |
---|---|---|
2-Year Russell 2000 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
15.5%
Performance triggered
|
2-Year Nasdaq-100 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
15%
Performance triggered
|
1-Year Nasdaq-100 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
7%
Performance triggered
|
1-Year Nasdaq-100 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
8.75%
Performance triggered
|
2-Year MSCI EAFE Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
10.25%
Performance triggered
|
2-Year MSCI EAFE Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
12.25%
Performance triggered
|
1-Year MSCI EAFE Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
5.25%
Performance triggered
|
1-Year MSCI EAFE Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
6.5%
Performance triggered
|
2-Year Russell 2000 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
13.5%
Performance triggered
|
1-Year Russell 2000 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
6.75%
Performance triggered
|
1-Year Russell 2000 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
7.5%
Performance triggered
|
2-Year S&P 500 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
11.5%
Performance triggered
|
2-Year S&P 500 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
13.5%
Performance triggered
|
1-Year S&P 500 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
6.25%
Performance triggered
|
1-Year S&P 500 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
7.25%
Performance triggered
|
2-Year Nasdaq-100 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
12.5%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
3.5%
Fixed
|
3-Year S&P 500 PTP Cap Shield 10 |
Point to Point
Triennial
|
90%
Cap
|
3-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
Triennial
|
35%
Cap
|
1-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
Annual
|
13.5%
Cap
|
3-Year S&P 500 PTP Cap Shield 15 |
Point to Point
Triennial
|
50%
Cap
|
3-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
Triennial
|
65%
Cap
|
3-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
Triennial
|
45%
Cap
|
3-Year MSCI EAFE PTP Cap Shield 10 |
Point to Point
Triennial
|
90%
Cap
|
3-Year MSCI EAFE PTP Cap Shield 15 |
Point to Point
Triennial
|
50%
Cap
|
1-Year S&P 500 PTP Cap Shield 10 |
Point to Point
Annual
|
13.25%
Cap
|
1-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
Annual
|
16.5%
Cap
|
1-Year MSCI EAFE PTP Cap Shield 10 |
Point to Point
Annual
|
14%
Cap
|
1-Year S&P 500 PTP Cap Shield 15 |
Point to Point
Annual
|
10%
Cap
|
1-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
Annual
|
11.5%
Cap
|
1-Year MSCI EAFE PTP Cap Shield 15 |
Point to Point
Annual
|
9.5%
Cap
|
3-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
Triennial
|
45%
Cap
|
1-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
Annual
|
11%
Cap
|
2-Year Nasdaq-100 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
17.5%
Performance triggered
|
2-Year Nasdaq-100 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
15.5%
Performance triggered
|
2-Year MSCI EAFE Shield 10 with Step Rate |
Performance Triggered
Biennial
|
14.25%
Performance triggered
|
2-Year MSCI EAFE Shield 15 with Step Rate |
Performance Triggered
Biennial
|
12.75%
Performance triggered
|
2-Year Russell 2000 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
15.5%
Performance triggered
|
1-Year MSCI EAFE Shield 10 with Step Rate |
Performance Triggered
Annual
|
7.75%
Performance triggered
|
1-Year Russell 2000 Shield 10 with Step Rate |
Performance Triggered
Annual
|
8.5%
Performance triggered
|
1-Year S&P 500 Shield 10 with Step Rate |
Performance Triggered
Annual
|
8%
Performance triggered
|
2-Year Russell 2000 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
18%
Performance triggered
|
2-Year S&P 500 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
14.25%
Performance triggered
|
2-Year S&P 500 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
15.5%
Performance triggered
|
1-Year Nasdaq-100 Shield 15 with Step Rate |
Performance Triggered
Annual
|
9%
Performance triggered
|
1-Year MSCI EAFE Shield 15 with Step Rate |
Performance Triggered
Annual
|
7%
Performance triggered
|
1-Year Russell 2000 Shield 15 with Step Rate |
Performance Triggered
Annual
|
7.5%
Performance triggered
|
1-Year S&P 500 Shield 15 with Step Rate |
Performance Triggered
Annual
|
7.5%
Performance triggered
|
1-Year Nasdaq-100 Shield 10 with Step Rate |
Performance Triggered
Annual
|
9.75%
Performance triggered
|
Surrender schedule
Year | 1 | 2 | 3 |
---|---|---|---|
Penalty | 6% | 6% | 5% |
Riders
No Riders for Shield Level Select 3-Year annuity.
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