SurePath Income
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
Highlights
SurePath Income Fixed Indexed Annuity offers your clients guaranteed lifetime income, and principal protection from market declines with growth opportunities.
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%9%8%7%6%5%4%3%2%1% |
|
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 |
Find out if the SurePath Income is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3%
Fixed
|
| 1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
30%
Participation
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
5%
Cap
|
| 1-Year MSCI EAFE PTP Participation Rate |
Point to Point
Annual
|
30%
Participation
|
| 1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
5%
Cap
|
| 1-Year Goldman Sachs Voyager PTP Participation Rate |
Point to Point
Annual
|
125%
Participation
|
| 3-Year Goldman Sachs Voyager PTP Participation Rate |
Point to Point
Triennial
|
155%
Participation
|
| 3-Year MSCI EAFE PTP Participation Rate |
Point to Point
Triennial
|
40%
Participation
|
| 3-Year S&P 500 PTP Participation Rate |
Point to Point
Triennial
|
40%
Participation
|
| 3-Year S&P 500 PTP Cap |
Point to Point
Triennial
|
20%
Cap
|
| 3-Year MSCI EAFE PTP Cap |
Point to Point
Triennial
|
20%
Cap
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 10% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |
Riders
| Name | Inbuilt | Fee |
|---|---|---|
| SurePath Income Rider | Yes | 1.00% annually (2.50% max) |
Ready to Protect Your Financial Future?
Request a free quote or talk to our financial expert to get help