Investment Edge Series B
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Highlights
Investment Edge is an innovative retirement strategy designed to take advantage of smart diversification and tax-deferred growth potential in your wealth-building years, followed by tax-efficient distributions when you need retirement income. It can help you:
- Diversify to help mitigate risk, to help smooth the effect of market ups and downs in any one market sector and stay focused on potential long-term growth in your wealth-building years.
- Defer taxes, to allow contributions and your earnings to compound and grow, without having to pay taxes on your growth until you choose to start withdrawals for retirement.
- Distribute income with tax-efficient payments, to maximize tax-efficient distributions through the power of Income Edge.
Contract maintenance fee
$50 annually, waived if Account Value (AV) = $50,000+
$50 annually, waived if Account Value (AV) = $50,000+
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, VI, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
5 Years |
|
Surrender schedule
|
6%6%5%4%3% |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$10,000 |
|
Types of funds
|
Non-Qualified, IRA, SEP IRA, IRA-Roth, and Inherited IRA |
Brochure
|
Open brochure |
Find out if the Investment Edge Series B is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Nasdaq-100 Dual Step Up 20% Buffer |
Dual Step Up
Annual
|
8.2%
Performance triggered
|
| 1-Year Nasdaq-100 Dual Step Up 15% Buffer |
Dual Step Up
Annual
|
9.2%
Performance triggered
|
| 1-Year Nasdaq-100 Dual Step Up 10% Buffer |
Dual Step Up
Annual
|
11.2%
Performance triggered
|
| 1-Year MSCI EAFE Dual Step Up 20% Buffer |
Dual Step Up
Annual
|
6.3%
Performance triggered
|
| 1-Year MSCI EAFE Dual Step Up 15% Buffer |
Dual Step Up
Annual
|
7.5%
Performance triggered
|
| 1-Year MSCI EAFE Dual Step Up 10% Buffer |
Dual Step Up
Annual
|
9.3%
Performance triggered
|
| 1-Year Russell 2000 Dual Step Up 20% Buffer |
Dual Step Up
Annual
|
8%
Performance triggered
|
| 1-Year Russell 2000 Dual Step Up 15% Buffer |
Dual Step Up
Annual
|
9.5%
Performance triggered
|
| 1-Year Russell 2000 Dual Step Up 10% Buffer |
Dual Step Up
Annual
|
11.2%
Performance triggered
|
| 1-Year S&P 500 Dual Step Up 20% Buffer |
Dual Step Up
Annual
|
7.2%
Performance triggered
|
| 1-Year S&P 500 Dual Step Up 15% Buffer |
Dual Step Up
Annual
|
8.2%
Performance triggered
|
| 1-Year S&P 500 Dual Step Up 10% Buffer |
Dual Step Up
Annual
|
9.2%
Performance triggered
|
| 1-Year Nasdaq-100 Dual Direction Cap 20% Buffer |
Dual Directional
Annual
|
9%
Cap
|
| 5-Year S&P 500 Dual Direction Cap 10% Buffer |
Dual Directional
5-Year
|
800%
Cap
|
| 5-Year S&P 500 Dual Direction Cap 20% Buffer |
Dual Directional
5-Year
|
400%
Cap
|
| 5-Year Russell 2000 Dual Direction Cap 10% Buffer |
Dual Directional
5-Year
|
800%
Cap
|
| 5-Year Russell 2000 Dual Direction Cap 15% Buffer |
Dual Directional
5-Year
|
600%
Cap
|
| 5-Year S&P 500 Dual Direction Cap 15% Buffer |
Dual Directional
5-Year
|
600%
Cap
|
| 5-Year MSCI EAFE Dual Direction Cap 15% Buffer |
Dual Directional
5-Year
|
600%
Cap
|
| 1-Year Nasdaq-100 Dual Direction Cap 15% Buffer |
Dual Directional
Annual
|
13%
Cap
|
| 1-Year MSCI EAFE Dual Direction Cap 20% Buffer |
Dual Directional
Annual
|
8.5%
Cap
|
| 1-Year MSCI EAFE Dual Direction Cap 15% Buffer |
Dual Directional
Annual
|
10.5%
Cap
|
| 1-Year Russell 2000 Dual Direction Cap 20% Buffer |
Dual Directional
Annual
|
9%
Cap
|
| 1-Year Russell 2000 Dual Direction Cap 15% Buffer |
Dual Directional
Annual
|
13.5%
Cap
|
| 1-Year S&P 500 Dual Direction Cap 20% Buffer |
Dual Directional
Annual
|
8.5%
Cap
|
| 1-Year S&P 500 Dual Direction Cap 15% Buffer |
Dual Directional
Annual
|
10.5%
Cap
|
| 1-Year Nasdaq-100 Dual Direction Cap 10% Buffer |
Dual Directional
Annual
|
17.5%
Cap
|
| 1-Year MSCI EAFE Dual Direction Cap 10% Buffer |
Dual Directional
Annual
|
20%
Cap
|
| 1-Year Russell 2000 Dual Direction Cap 10% Buffer |
Dual Directional
Annual
|
19%
Cap
|
| 1-Year S&P 500 Dual Direction Cap 10% Buffer |
Dual Directional
Annual
|
14%
Cap
|
| 5-Year Russell 2000 Dual Direction Cap 20% Buffer |
Dual Directional
5-Year
|
125%
Cap
|
| 5-Year MSCI EAFE Dual Direction Cap 10% Buffer |
Dual Directional
5-Year
|
800%
Cap
|
| 5-Year MSCI EAFE Dual Direction Cap 20% Buffer |
Dual Directional
5-Year
|
400%
Cap
|
| 5-Year Nasdaq-100 Dual Direction Cap 10% Buffer |
Dual Directional
5-Year
|
270%
Cap
|
| 5-Year Nasdaq-100 Dual Direction Cap 15% Buffer |
Dual Directional
5-Year
|
175%
Cap
|
| 5-Year Nasdaq-100 Dual Direction Cap 20% Buffer |
Dual Directional
5-Year
|
100%
Cap
|
| 5-Year S&P 500 Growth Multiplier Participation Rate |
Point to Point
5-Year
|
125%
Participation
|
| 1-Year S&P 500 Growth Multiplier Participation Rate |
Point to Point
Annual
|
115%
Participation
|
| 1-Year S&P 500 PTP Cap 10% Buffer |
Point to Point
Annual
|
18.5%
Cap
|
| 5-Year MSCI EAFE PTP Cap 20% Buffer |
Point to Point
5-Year
|
650%
Cap
|
| 1-Year Russell 2000 PTP Cap 10% Buffer |
Point to Point
Annual
|
25%
Cap
|
| 1-Year MSCI EAFE PTP Cap 10% Buffer |
Point to Point
Annual
|
50%
Cap
|
| 1-Year Nasdaq-100 PTP Cap 10% Buffer |
Point to Point
Annual
|
21%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap 10% Buffer |
Point to Point
Annual
|
34%
Cap
|
| 1-Year S&P 500 PTP Cap 15% Buffer |
Point to Point
Annual
|
15%
Cap
|
| 1-Year Russell 2000 PTP Cap 15% Buffer |
Point to Point
Annual
|
19%
Cap
|
| 1-Year MSCI EAFE PTP Cap 15% Buffer |
Point to Point
Annual
|
25%
Cap
|
| 1-Year Nasdaq-100 PTP Cap 15% Buffer |
Point to Point
Annual
|
17.5%
Cap
|
| 1-Year MSCI Emerging Markets PTP Cap 15% Buffer |
Point to Point
Annual
|
23%
Cap
|
| 5-Year S&P 500 PTP Cap 10% Buffer Uncapped |
Point to Point
5-Year
|
|
| 5-Year Russell 2000 PTP Cap 10% Buffer Uncapped |
Point to Point
5-Year
|
|
| 5-Year MSCI EAFE PTP Cap 10% Buffer Uncapped |
Point to Point
5-Year
|
|
| 5-Year Nasdaq-100 PTP Cap 10% Buffer Uncapped |
Point to Point
5-Year
|
|
| 5-Year S&P 500 PTP Cap 15% Buffer |
Point to Point
5-Year
|
750%
Cap
|
| 1-Year Russell 2000 PTP Cap 20% Buffer |
Point to Point
Annual
|
16%
Cap
|
| 5-Year Nasdaq-100 PTP Cap 20% Buffer |
Point to Point
5-Year
|
200%
Cap
|
| 5-Year Russell 2000 PTP Cap 20% Buffer |
Point to Point
5-Year
|
500%
Cap
|
| 5-Year S&P 500 PTP Cap 20% Buffer |
Point to Point
5-Year
|
500%
Cap
|
| 1-Year Nasdaq-100 PTP Cap 40% Buffer |
Point to Point
Annual
|
11%
Cap
|
| 1-Year Nasdaq-100 PTP Cap 20% Buffer |
Point to Point
Annual
|
15%
Cap
|
| 1-Year MSCI EAFE PTP Cap 40% Buffer |
Point to Point
Annual
|
15%
Cap
|
| 1-Year MSCI EAFE PTP Cap 20% Buffer |
Point to Point
Annual
|
19%
Cap
|
| 1-Year Russell 2000 PTP Cap 40% Buffer |
Point to Point
Annual
|
12.5%
Cap
|
| 5-Year Russell 2000 PTP Cap 15% Buffer |
Point to Point
5-Year
|
750%
Cap
|
| 1-Year S&P 500 PTP Cap 40% Buffer |
Point to Point
Annual
|
10.5%
Cap
|
| 1-Year S&P 500 PTP Cap 20% Buffer |
Point to Point
Annual
|
13.5%
Cap
|
| 5-Year Nasdaq-100 PTP Cap 15% Buffer |
Point to Point
5-Year
|
750%
Cap
|
| 5-Year MSCI EAFE PTP Cap 15% Buffer |
Point to Point
5-Year
|
750%
Cap
|
| 5-Year MSCI EAFE Step Up 10% Buffer |
Performance Triggered
5-Year
|
63.5%
Performance triggered
|
| 5-Year Nasdaq-100 Step Up 10% Buffer |
Performance Triggered
5-Year
|
55%
Performance triggered
|
| 5-Year Russell 2000 Step Up 10% Buffer |
Performance Triggered
5-Year
|
54%
Performance triggered
|
| 5-Year S&P 500 Step Up 10% Buffer |
Performance Triggered
5-Year
|
50%
Performance triggered
|
| 1-Year Nasdaq-100 Step Up 15% Buffer |
Performance Triggered
Annual
|
12%
Performance triggered
|
| 1-Year MSCI EAFE Step Up 15% Buffer |
Performance Triggered
Annual
|
11%
Performance triggered
|
| 1-Year Russell 2000 Step Up 15% Buffer |
Performance Triggered
Annual
|
13%
Performance triggered
|
| 1-Year Nasdaq-100 Step Up 10% Buffer |
Performance Triggered
Annual
|
13.5%
Performance triggered
|
| 1-Year MSCI EAFE Step Up 10% Buffer |
Performance Triggered
Annual
|
12%
Performance triggered
|
| 1-Year Russell 2000 Step Up 10% Buffer |
Performance Triggered
Annual
|
14.5%
Performance triggered
|
| 1-Year S&P 500 Step Up 10% Buffer |
Performance Triggered
Annual
|
11.2%
Performance triggered
|
| 1-Year S&P 500 Step Up 15% Buffer |
Performance Triggered
Annual
|
10.2%
Performance triggered
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|
| Penalty | 6% | 6% | 5% | 4% | 3% |
Riders
No Riders for Investment Edge Series B annuity.
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