FIT Secure Growth
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Highlights
As a Fixed Indexed Annuity, FIT Secure Growth helps to boost your retirement savings through an interest crediting process of interest that is based, in part, on the change in index. This “indexing” approach can offer you greater accumulation potential than fixed annuities or other fixed-interest products that typically have limited upside opportunities.
Fixed Indexed Annuities Can Provide:
Fixed Indexed Annuities Can Provide:
- Tax Deferral
- Guaranteed Accumulation Value
- Guaranteed safety of premiums paid and interest earned
- Potential for higher interest crediting than traditional fixed annuities
- Death Benefit Protection - upon death, the accumulated value passes to your beneficiaries
Available in states:
AL, AK, AZ, AR, CA, 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, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Term
|
9 Years |
|
Surrender schedule
|
8.25%8%7%6%5%4%3%2%1% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$5,000 |
|
Types of funds
|
Non-Qualified, Profit Sharing, IRA, Pension, TSA 403b, SEP IRA, IRA-Roth, SIMPLE IRA, and 457 plan |
Brochure
|
Open brochure |
Find out if the FIT Secure Growth is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
0.65%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
1.5%
Cap
|
| 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
0.9%
Cap
|
| 1-Year Global Balanced PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
| 1-Year US Fundamental Balanced PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
| 1-Year S&P 500 PTP Rate Booster Cap |
Point to Point
Annual
|
3.25%
Cap
|
| 1-Year S&P 500 PTP Rate Booster Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.6%
Cap
|
| 1-Year Global Balanced PTP Rate Booster Participation Rate |
Point to Point
Annual
|
80%
Participation
|
| 1-Year US Fundamental Balanced PTP Rate Booster Participation Rate |
Point to Point
Annual
|
80%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 |
|---|---|---|---|---|---|---|---|---|---|
| Penalty | 8% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Riders
No Riders for FIT Secure Growth annuity.
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