LiveWell Dynamic 2.0 Annuity
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Highlights
The Live Well Dynamic Annuity Contract is a flexible premium deferred registered index and variable annuity that is designed to aid in long-term financial planning for retirement or other savings needs. It is available for purchase as a Non-Qualified Contract, as well as through Individual Retirement Accounts (“IRAs”), including Traditional IRAs and Roth IRAs.
For information about this product, please visit http://SRSLiveWell.com
Please note: a separate version of this product is available in MO, NE, UT, and VT states.
For information about this product, please visit http://SRSLiveWell.com
Please note: a separate version of this product is available in MO, NE, UT, and VT states.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NV, NH, NJ, NM, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
6 Years |
|
Surrender schedule
|
8%7%6%5%4%3% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, IRA-Roth, and 1035 Exchange |
Brochure
|
Open brochure |
Find out if the LiveWell Dynamic 2.0 Annuity is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Annual
|
14%
Cap
|
| 1-Year S&P 500 PTP Cap with -10% Floor |
Point to Point
Annual
|
12.75%
Cap
|
| 3-Year S&P 500 PTP Cap with -10% Floor |
Point to Point
Triennial
|
32.5%
Cap
|
| 3-Year S&P 500 PTP Cap with 10% Buffer |
Point to Point
Triennial
|
100%
Cap
|
| 6-Year S&P 500 PTP Cap with -10% Floor |
Point to Point
6-Year
|
60%
Cap
|
| 6-Year S&P 500 PTP Cap with 20% Buffer |
Point to Point
6-Year
|
250%
Cap
|
| 6-Year S&P 500 PTP Cap with 30% Buffer |
Point to Point
6-Year
|
75%
Cap
|
| 1-Year MSCI EAFE PTP Cap with 10% Buffer |
Point to Point
Annual
|
20%
Cap
|
| 1-Year Russell 2000 PTP Cap with 10% Buffer |
Point to Point
Annual
|
19.5%
Cap
|
| 1-Year S&P 500 PTP Cap with 30% Buffer |
Point to Point
Annual
|
9%
Cap
|
| 6-Year S&P 500 PTP Participation Rate with 10% Buffer |
Point to Point
6-Year
|
105%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 |
|---|---|---|---|---|---|---|
| Penalty | 8% | 7% | 6% | 5% | 4% | 3% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Return of Premium Death Benefit rider | No | 0.20% annually |
| Waiver of Surrender Charge rider | No | 0.30% annually |
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