Market Protector Advisory 5
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Learn how an annuity can provide guaranteed income for life.
Highlights
MarketProtector Advisory provides the opportunity for your assets to grow. As a fee-based fixed index annuity, it can defer taxes, Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a "non-natural person" such as a corporation or certain types of trusts create guaranteed income for life, and offer the opportunity to provide for your loved ones through a death benefit.
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, WA, WV, WI, and WY
Type
|
Fixed Index |
---|---|
Purpose | Accumulation |
Surrender schedule
|
No Surrender Charge |
Free withdrawal
|
10% |
Market value adjustment
|
|
Return of premium
|
|
Launch date
|
10/14/2019 |
Minimum contribution
|
$25,000 |
Maximum contribution
|
$1,000,000 |
Max Age Qualified
|
85 |
Types of funds
|
Non-Qualified, 401k, Profit Sharing, IRA, Pension, IRA Rollover, 401a, IRA Transfer, TSA 403b, SEP IRA, KEOGH, IRA-Roth, 1035 Exchange, Inherited IRA, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Find out if the Market Protector Advisory 5 is the right product for you.
Premium Notes
Note: TSP funds have to be rolled into an IRA.
Withdrawal Provisions
Minimum Contract Value remaining after a partial withdrawal: $2,000
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
4.65%
Fixed
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
12.05%
Cap
|
1-Year MSCI EAFE PTP Participation Rate with Spread |
Point to Point
Annual
|
70%
Participation
2%
Spread
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.25%
Cap
|
1-Year S&P 500 PTP Participation Rate with Spread |
Point to Point
Annual
|
66%
Participation
2%
Spread
|
1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
9.45%
Performance triggered
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.2%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
4.95%
Fixed
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
13.1%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9.25%
Cap
|
1-Year MSCI EAFE PTP Participation Rate with Spread |
Point to Point
Annual
|
76%
Participation
2%
Spread
|
1-Year S&P 500 PTP Participation Rate with Spread |
Point to Point
Annual
|
70%
Participation
2%
Spread
|
1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
10.3%
Performance triggered
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
8%
Performance triggered
|
Surrender schedule
Year |
---|
Penalty |
Riders
No Riders for Market Protector Advisory 5 annuity.
Waivers
No Waivers for Market Protector Advisory 5 annuity.
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