WealthSecure Pro 7
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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
|
7 Years |
|
Surrender schedule
|
9%8%7%6%5%4%3% |
|
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 |
Find out if the WealthSecure Pro 7 is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 5-Year Fidelity Stocks for Inflation Index 5% ER High Watermark Quarterly Lock in Participation Rate |
High Water Mark
5-Year
|
415%
Participation
|
| 2-Year Fidelity Stocks for Inflation Index 5% ER High Watermark Quarterly Lock in Participation Rate |
High Water Mark
Biennial
|
270%
Participation
|
| 5-Year Fidelity U.S. Quality Factor Index 5% ER High Watermark Quarterly Lock in Participation Rate |
High Water Mark
5-Year
|
415%
Participation
|
| 2-Year Fidelity U.S. Quality Factor Index 5% ER High Watermark Quarterly Lock in Participation Rate |
High Water Mark
Biennial
|
270%
Participation
|
| 1-Year Fixed Account |
Fixed
|
5.1%
Fixed
|
| 2-Year Fidelity Stocks for Inflation Index 5% ER PTP Participation Rate |
Point to Point
Biennial
|
290%
Participation
|
| 2-Year Fidelity U.S. Quality Factor Index 5% ER PTP Participation Rate |
Point to Point
Biennial
|
290%
Participation
|
| 1-Year Fidelity U.S. Quality Factor Index 5% ER PTP Participation Rate |
Point to Point
Annual
|
195%
Participation
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
47%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
11.25%
Cap
|
| 1-Year Fidelity Stocks for Inflation Index 5% ER PTP Participation Rate |
Point to Point
Annual
|
215%
Participation
|
| 1-Year Fidelity Stocks for Inflation Index 5% ER Performance Triggered |
Performance Triggered
Annual
|
8%
Performance triggered
|
| 1-Year Fidelity U.S. Quality Factor Index 5% ER Performance Triggered |
Performance Triggered
Annual
|
7%
Performance triggered
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 9% | 8% | 7% | 6% | 5% | 4% | 3% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| WealthSecure Pro 7 GLWB Rider | No | 1.00% annually |
| WealthSecure Pro 7 EGLWB Rider | No | 1.20% annually |
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