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Best Guaranteed Annuity Rates
2-Year
5.50%
3-Year
6.25%
5-Year
6.30%
7-Year
5.80%
10-Year
5.80%

WealthSecure Pro 5

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Highlights

WealthSecure is a single-premium fixed indexed annuity designed to help you plan for and prosper in retirement. WealthSecure offers principal protection, growth potential, and the option for a guaranteed stream of income in retirement, making it suitable for both accumulation and income. 
Available in states: AL, AK, AZ, AR, CO, DE, DC, GA, HI, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NC, OH, OK, PA, RI, TN, TX, UT, VT, VA, WA, WV, WI, and WY
Type
Fixed Index
Term
5 Years
Surrender schedule
9%8%7%6%5%
Free withdrawal
10%
Market value adjustment
Return of premium
Minimum contribution
$2,000
Types of funds
Non-Qualified, IRA, IRA Rollover, IRA Transfer, IRA-Roth, and 1035 Exchange
Brochure
Open brochure

Allocation Accounts

Name Type Rates
2-Year Fidelity U.S. Quality Factor Index 5% ER High Watermark Quarterly Lock in Participation Rate
High Water Mark
Biennial
260% Participation
5-Year Fidelity U.S. Quality Factor Index 5% ER High Watermark Quarterly Lock in Participation Rate
High Water Mark
5-Year
400% Participation
2-Year Fidelity Stocks for Inflation Index 5% ER High Watermark Quarterly Lock in Participation Rate
High Water Mark
Biennial
260% Participation
5-Year Fidelity Stocks for Inflation Index 5% ER High Watermark Quarterly Lock in Participation Rate
High Water Mark
5-Year
400% Participation
1-Year Fixed Account
Fixed
5% Fixed
1-Year S&P 500 PTP Participation Rate
Point to Point
Annual
45% Participation
1-Year Fidelity U.S. Quality Factor Index 5% ER PTP Participation Rate
Point to Point
Annual
180% Participation
2-Year Fidelity U.S. Quality Factor Index 5% ER PTP Participation Rate
Point to Point
Biennial
280% Participation
1-Year Fidelity Stocks for Inflation Index 5% ER PTP Participation Rate
Point to Point
Annual
200% Participation
2-Year Fidelity Stocks for Inflation Index 5% ER PTP Participation Rate
Point to Point
Biennial
280% Participation
1-Year S&P 500 PTP Cap
Point to Point
Annual
10.75% Cap
1-Year Fidelity U.S. Quality Factor Index 5% ER Performance Triggered
Performance Triggered
Annual
7% Performance triggered
1-Year Fidelity Stocks for Inflation Index 5% ER Performance Triggered
Performance Triggered
Annual
8% Performance triggered

Surrender schedule

Year 1 2 3 4 5
Penalty 9% 8% 7% 6% 5%

Riders

Name Inbuilt Fee
WealthSecure Pro 5 GLWB Rider No 1.00% annually
WealthSecure Pro 5 EGLWB Rider No 1.20% annually

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