Future Flex FIA
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Highlights
The Future Flex Fixed Index Annuity is a flexible premium deferred annuity that offers the flexibility to make additional contributions over time to increase your earning potential. Fixed index annuities are a type of investment that offers the opportunity to earn interest based on the performance of a stock market index while providing protection against market downturns.
Available in states:
AL, AK, AZ, AR, 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, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
4 Years |
|
Surrender schedule
|
8%8%7%7% |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, 401k, Profit Sharing, IRA, Spousal IRA, Pension, IRA Rollover, 401a, IRA Transfer, TSA 403b, SEP IRA, KEOGH, IRA-Roth, SIMPLE IRA, 457 plan, 1035 Exchange, Stretch IRA, Inherited IRA, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
4%
Fixed
|
| 2-Year Barclays Fortune 500 12% VC PTP Participation Rate |
Point to Point
Biennial
|
95%
Participation
|
| 1-Year Barclays US Tech 12% PTP Participation Rate |
Point to Point
Annual
|
55%
Participation
|
| 1-Year Barclays US Tech 12% PTP Participation Rate Annual Booster |
Point to Point
Annual
|
75%
Participation
|
| 1-Year Barclays US Tech 12% PTP Participation Rate Annual Booster |
Point to Point
Annual
|
110%
Participation
|
| 2-Year Barclays US Tech 12% PTP Participation Rate |
Point to Point
Biennial
|
85%
Participation
|
| 2-Year Barclays US Tech 12% PTP Participation Rate Annual Booster |
Point to Point
Biennial
|
115%
Participation
|
| 2-Year Barclays US Tech 12% PTP Participation Rate Annual Booster |
Point to Point
Biennial
|
170%
Participation
|
| 1-Year Barclays Fortune 500 12% VC PTP Participation Rate |
Point to Point
Annual
|
60%
Participation
|
| 1-Year Barclays Fortune 500 12% VC PTP Participation Rate Annual Booster |
Point to Point
Annual
|
80%
Participation
|
| 1-Year Barclays Fortune 500 12% VC PTP Participation Rate Annual Booster |
Point to Point
Annual
|
120%
Participation
|
| 2-Year Barclays Fortune 500 12% VC PTP Participation Rate Annual Booster |
Point to Point
Biennial
|
125%
Participation
|
| 2-Year Barclays Fortune 500 12% VC PTP Participation Rate Annual Booster |
Point to Point
Biennial
|
190%
Participation
|
| 1-Year Barclays Agility Shield PTP Participation Rate |
Point to Point
Annual
|
90%
Participation
|
| 1-Year Barclays Agility Shield PTP Participation Rate Annual Booster |
Point to Point
Annual
|
120%
Participation
|
| 1-Year Barclays Agility Shield PTP Participation Rate Annual Booster |
Point to Point
Annual
|
180%
Participation
|
| 2-Year Barclays Agility Shield PTP Participation Rate |
Point to Point
Biennial
|
135%
Participation
|
| 2-Year Barclays Agility Shield PTP Participation Rate Annual Booster |
Point to Point
Biennial
|
180%
Participation
|
| 2-Year Barclays Agility Shield PTP Participation Rate Annual Booster |
Point to Point
Biennial
|
270%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 |
|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 7% |