NAC Control. X
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Highlights
NAC Control. X is an individual single premium deferred fixed index annuity. Designed to give you certainty in an uncertain future and allows you to control your own unique retirement plan.
Protection from downside market risk and growth potential with multiple index strategies from leading financial brands including exclusive Barclays Transitions Indices.
First-to-market income flexibility with the optional Total Control Rider (for an additional charge). Activate the amount of income you need, when you need it, without giving up future potential income flexibility and growth.
Protection from downside market risk and growth potential with multiple index strategies from leading financial brands including exclusive Barclays Transitions Indices.
First-to-market income flexibility with the optional Total Control Rider (for an additional charge). Activate the amount of income you need, when you need it, without giving up future potential income flexibility and growth.
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
|
10 Years |
|
Surrender schedule
|
10%10%9%9%8%8%7%6%4%2% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$20,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, TSA 403b, SEP IRA, and IRA-Roth |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3.55%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
| 2-Year S&P 500 PTP Cap |
Point to Point
Biennial
|
13%
Cap
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
35%
Participation
|
| 2-Year S&P 500 PTP Participation Rate |
Point to Point
Biennial
|
40%
Participation
|
| 1-Year Barclays Transitions 6 VC PTP Participation Rate |
Point to Point
Annual
|
115%
Participation
|
| 1-Year Barclays Transitions 12 VC PTP Participation Rate |
Point to Point
Annual
|
65%
Participation
|
| 2-Year Barclays Transitions 6 VC PTP Participation Rate |
Point to Point
Biennial
|
185%
Participation
|
| 2-Year Barclays Transitions 12 VC PTP Participation Rate with Spread |
Point to Point
Biennial
|
115%
Participation
2%
Spread
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 10% | 10% | 9% | 9% | 8% | 8% | 7% | 6% | 4% | 2% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| Total Control Rider Level | No | 1.25% annually |
| Total Control Rider Increasing | No | 1.25% annually |