Pacific Advisory Fixed Indexed Annuity
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Highlights
Pacific Advisory Fixed Indexed Annuity is designed to be a strategic part of your overall financial plan that can help grow retirement savings, while ensuring against the loss of your principal. It also can be used to create a steady flow of income or secure your financial legacy for loved ones or a charitable organization.
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
|
|---|---|
|
Surrender schedule
|
No Surrender Charge |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, 1035 Exchange, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3.5%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
8.5%
Cap
|
| 1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7%
Performance triggered
|
| 1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
7%
Performance triggered
|
| 1-Year Fixed Account |
Fixed
|
3.75%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
9%
Cap
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
9%
Cap
|
| 1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.5%
Performance triggered
|
| 1-Year MSCI EAFE Performance Triggered |
Performance Triggered
Annual
|
7.5%
Performance triggered
|
Surrender schedule
| Year |
|---|
| Penalty |