SecureLink Ultra 7
Highlights
Waiver of surrender charge and MVA
After 1st contract anniversary for following qualifying events:
- Hospital, medical care stay
- Terminal condition
- Annuitization
- Death
Type
|
Fixed Index |
---|---|
Purpose | Accumulation |
Term
|
7 Years |
Surrender schedule
|
9%8%7%6%5%4%3% |
Free withdrawal
|
10% |
Market value adjustment
|
|
Return of premium
|
|
Launch date
|
03/12/2018 |
Minimum contribution
|
$20,000 |
Maximum contribution
|
$2,000,000 |
Max Age Qualified
|
85 |
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, IRA-Roth, Inherited IRA, and NQ Stretch |
Brochure
|
Open brochure |
Find out if the SecureLink Ultra 7 is the right product for you.
Withdrawal Provisions
- 10% of prior contract anniversary value (1st contract year, 10% of purchase payment)
- RMD in excess of 10%
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.95%
Fixed
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate with Spread |
Point to Point
Annual
|
210%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate with Spread |
Point to Point
Annual
|
210%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
8.75%
Cap
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate |
Point to Point
Annual
|
170%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9.8%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
58%
Participation
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.35%
Performance triggered
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
13.7%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
4.05%
Fixed
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate with Spread |
Point to Point
Annual
|
215%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate with Spread |
Point to Point
Annual
|
215%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate |
Point to Point
Annual
|
175%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
60%
Participation
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate |
Point to Point
Annual
|
175%
Participation
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
9%
Cap
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.5%
Performance triggered
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
14%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
4.15%
Fixed
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate with Spread |
Point to Point
Annual
|
220%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate with Spread |
Point to Point
Annual
|
220%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate |
Point to Point
Annual
|
180%
Participation
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate |
Point to Point
Annual
|
180%
Participation
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
9.25%
Cap
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.2%
Cap
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
62%
Participation
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.65%
Performance triggered
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
14.3%
Performance triggered
|
1-Year S&P 500 PTP Cap with Term Guarantee |
Point to Point
Annual
|
8.3%
Cap
|
1-Year S&P 500 PTP Cap with Term Guarantee |
Point to Point
Annual
|
8.5%
Cap
|
1-Year S&P 500 PTP Cap with Term Guarantee |
Point to Point
Annual
|
8.7%
Cap
|
Surrender schedule
Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
---|---|---|---|---|---|---|---|
Penalty | 9% | 8% | 7% | 6% | 5% | 4% | 3% |
Riders
No Riders for SecureLink Ultra 7 annuity.
Waivers
Death
Available after the 1st contract anniversary for the following qualifying event: Death
Hospital
Available after the 1st contract anniversary for the following qualifying event: Hospital, medical care stay (confinement of at least 90 days).
Terminal Illness
Available after the 1st contract anniversary for the following qualifying event: Terminal condition (life expectancy of 12 months or less).
Annuitization
Available after the 1st contract anniversary for the following qualifying event: Annuitization
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