Millennial Elite 8

ISDA Financial Life, founded in 1960, plays a key role in the financial services sector by providing annuity and life insurance policies to its members. Serving as a tax-exempt, non-profit company owned by its members and regulated by the state it serves, ISDA offers an assortment of low-risk and high-return annuity, IRA, and life insurance solutions. With an objective to generate income for its members, the company seeks to maximize growth for every account it manages.

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About Product

Premium Type

Flexible Premium

Fee withdrawal:

10%

Market Value Adjustment

Return Of Premium

Minimum Contribution

$300

Maximum Contribution

$3,000

Max Age Qualified

Types Of Funds

Non-Qualified, Traditional IRA, IRA Rollover, IRA Transfer, SEP IRA, KEOGH, IRA-Roth, SIMPLE IRA, 1035 Exchange, NQ Stretch, Roth Conversion (Partial), and Roth Conversion (Full)

Launch Date

04/01/2025

Traditional Fixed Annuity Interest Rates

Surrender Years	First Year Yield	Term Guaranteed Yield	Term Current Yield
8	7%	3.19%	7%

Millennial Elite 8 is a Flexible Premium Deferred Annuity.

Minimum Deposit
$300 (or $25 to 250 month ACH) – Maximum $3000 (Q/NQ)

Additional deposits:
The IRS may limit annual deposits into qualified accounts.

Free Withdrawals