Eagle Select Focus 7
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Highlights
Eagle Select Focus 7 is a Flexible Premium Deferred Index Annuity. The contract value at any time is the sum of all premiums received and interest credited to the contract value, less any withdrawals (including withdrawal charges). Premiums received are allocated between a Fixed Interest Strategy and/ or Indexed Strategies as directed. Interest credits become a part of the contract value once credited, and can never be lost due to index volatility.
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, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
7 Years |
|
Surrender schedule
|
8%8%7%6%5%4%3% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$5,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, 1035 Exchange, and Inherited IRA |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
4.5%
Fixed
|
| 2-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Biennial
|
230%
Participation
|
| 1-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Annual
|
240%
Participation
|
| 2-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Biennial
|
260%
Participation
|
| 1-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Annual
|
190%
Participation
|
| 2-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Biennial
|
300%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate for Term |
Point to Point
Annual
|
170%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate for Term |
Point to Point
Annual
|
125%
Participation
|
| 1-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
| 1-Year BlackRock Adaptive U.S. Equity 7% PTP Participation Rate |
Point to Point
Annual
|
155%
Participation
|
| 1-Year Franklin Global Trends PTP Participation Rate for Term |
Point to Point
Annual
|
160%
Participation
|
| 1-Year Franklin Global Trends PTP Participation Rate for Term |
Point to Point
Annual
|
210%
Participation
|
| 1-Year Invesco Dynamic Growth PTP Participation Rate for Term |
Point to Point
Annual
|
170%
Participation
|
| 1-Year Invesco Dynamic Growth PTP Participation Rate for Term |
Point to Point
Annual
|
220%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate for Term |
Point to Point
Annual
|
165%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate for Term |
Point to Point
Annual
|
225%
Participation
|
| 2-Year Franklin Global Trends PTP Participation Rate |
Point to Point
Biennial
|
335%
Participation
|
| 2-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Biennial
|
265%
Participation
|
| 1-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Annual
|
250%
Participation
|
| 2-Year Invesco Dynamic Growth PTP Participation Rate |
Point to Point
Biennial
|
350%
Participation
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
45%
Participation
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
65%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Annual
|
260%
Participation
|
| 2-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Biennial
|
350%
Participation
|
| 2-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Biennial
|
265%
Participation
|
| 1-Year S&P 500 Dividend Aristocrats DRC 5% (ER) PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
| 5-Year S&P 500 PTP Cap |
Point to Point
5-Year
|
42%
Cap
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
51%
Participation
|
| 2-Year S&P 500 PTP Cap |
Point to Point
Biennial
|
17%
Cap
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
40%
Participation
|
| 1-Year S&P 500 PTP Cap for Term |
Point to Point
Annual
|
6.5%
Cap
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% | 4% | 3% |