Shield Level Select Advisory
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
Highlights
Brighthouse Shield Level Select Advisory 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
|
|---|---|
|
Surrender schedule
|
No Surrender Charge |
|
Free withdrawal
|
100% |
|
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 Advisory is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 2-Year Nasdaq-100 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
16.5%
Performance triggered
|
| 1-Year S&P 500 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
9%
Performance triggered
|
| 1-Year S&P 500 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
8%
Performance triggered
|
| 2-Year S&P 500 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
17%
Performance triggered
|
| 2-Year S&P 500 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
15%
Performance triggered
|
| 1-Year Russell 2000 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
10.5%
Performance triggered
|
| 1-Year Russell 2000 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
8.5%
Performance triggered
|
| 2-Year Russell 2000 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
19%
Performance triggered
|
| 2-Year Russell 2000 Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
17%
Performance triggered
|
| 1-Year MSCI EAFE Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
6.25%
Performance triggered
|
| 2-Year MSCI EAFE Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
16%
Performance triggered
|
| 2-Year MSCI EAFE Shield 15 with Step Rate Edge |
Step Rate Edge
Biennial
|
13.5%
Performance triggered
|
| 1-Year Nasdaq-100 Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
10.5%
Performance triggered
|
| 1-Year Nasdaq-100 Shield 15 with Step Rate Edge |
Step Rate Edge
Annual
|
8.5%
Performance triggered
|
| 2-Year Nasdaq-100 Shield 10 with Step Rate Edge |
Step Rate Edge
Biennial
|
19%
Performance triggered
|
| 1-Year MSCI EAFE Shield 10 with Step Rate Edge |
Step Rate Edge
Annual
|
7.75%
Performance triggered
|
| 1-Year Fixed Account |
Fixed
|
3.5%
Fixed
|
| 1-Year MSCI EAFE PTP Cap Shield 25 |
Point to Point
Annual
|
9%
Cap
|
| 3-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
Triennial
|
55%
Cap
|
| 1-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
Annual
|
19.5%
Cap
|
| 1-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
Annual
|
14.5%
Cap
|
| 1-Year Nasdaq-100 PTP Cap Shield 25 |
Point to Point
Annual
|
10.25%
Cap
|
| 6-Year Nasdaq-100 PTP Cap Shield 15 |
Point to Point
6-Year
|
150%
Cap
|
| 6-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
6-Year
|
180%
Cap
|
| 3-Year Nasdaq-100 PTP Cap Shield 10 |
Point to Point
Triennial
|
70%
Cap
|
| 6-Year Nasdaq-100 PTP Cap Shield 25 |
Point to Point
6-Year
|
95%
Cap
|
| 6-Year MSCI EAFE PTP Cap Shield 15 |
Point to Point
6-Year
|
225%
Cap
|
| 1-Year S&P 500 PTP Cap Shield 10 |
Point to Point
Annual
|
19.5%
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
|
| 3-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
Triennial
|
65%
Cap
|
| 3-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
Triennial
|
100%
Cap
|
| 3-Year S&P 500 PTP Cap Shield 15 |
Point to Point
Triennial
|
90%
Cap
|
| 3-Year S&P 500 PTP Cap Shield 10 |
Point to Point
Triennial
|
140%
Cap
|
| 6-Year MSCI EAFE PTP Cap Shield 25 |
Point to Point
6-Year
|
135%
Cap
|
| 1-Year S&P 500 PTP Cap Shield 25 |
Point to Point
Annual
|
9.25%
Cap
|
| 6-Year MSCI EAFE PTP Cap Shield 10 |
Point to Point
6-Year
|
325%
Cap
|
| 6-Year Russell 2000 PTP Cap Shield 25 |
Point to Point
6-Year
|
90%
Cap
|
| 6-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
6-Year
|
115%
Cap
|
| 6-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
6-Year
|
150%
Cap
|
| 6-Year S&P 500 PTP Cap Shield 25 |
Point to Point
6-Year
|
150%
Cap
|
| 6-Year S&P 500 PTP Cap Shield 15 |
Point to Point
6-Year
|
375%
Cap
|
| 6-Year S&P 500 PTP Cap Shield 10 |
Point to Point
6-Year
|
525%
Cap
|
| 1-Year Russell 2000 PTP Cap Shield 25 |
Point to Point
Annual
|
11%
Cap
|
| 1-Year MSCI EAFE PTP Cap Shield 15 |
Point to Point
Annual
|
13.5%
Cap
|
| 1-Year Russell 2000 PTP Cap Shield 15 |
Point to Point
Annual
|
16%
Cap
|
| 1-Year S&P 500 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
|
| 1-Year Russell 2000 PTP Cap Shield 10 |
Point to Point
Annual
|
21.5%
Cap
|
| 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
|
| 1-Year S&P 500 Shield 10 with Step Rate |
Performance Triggered
Annual
|
10.5%
Performance triggered
|
| 1-Year Nasdaq-100 Shield 10 with Step Rate |
Performance Triggered
Annual
|
12.5%
Performance triggered
|
| 2-Year Russell 2000 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
23%
Performance triggered
|
| 1-Year Russell 2000 Shield 15 with Step Rate |
Performance Triggered
Annual
|
11.25%
Performance triggered
|
| 1-Year MSCI EAFE Shield 15 with Step Rate |
Performance Triggered
Annual
|
8.25%
Performance triggered
|
| 1-Year Nasdaq-100 Shield 15 with Step Rate |
Performance Triggered
Annual
|
11.5%
Performance triggered
|
| 2-Year S&P 500 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
20%
Performance triggered
|
| 2-Year S&P 500 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
18.5%
Performance triggered
|
| 2-Year Nasdaq-100 Shield 10 with Step Rate |
Performance Triggered
Biennial
|
22.5%
Performance triggered
|
| 2-Year Nasdaq-100 Shield 15 with Step Rate |
Performance Triggered
Biennial
|
20%
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
|
Surrender schedule
| Year |
|---|
| Penalty |
Riders
No Riders for Shield Level Select Advisory annuity.
Ready to Protect Your Financial Future?
Request a free quote or talk to our financial expert to get help