SecureLink Ultra 5
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Learn how an annuity can provide guaranteed income for life.
Highlights
SecureLink Ultra 5 combines both protection and growth potential, to help you create a more confident path to your future retirement.
Waiver of surrender charge and MVA
After 1st contract anniversary for following qualifying events:
Waiver of surrender charge and MVA
After 1st contract anniversary for following qualifying events:
- Hospital, medical care stay
- Terminal condition
- Annuitization
- Death
Inverse Performance Trigger may not be available — check with broker dealer.
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, PR, RI, SC, SD, TN, TX, UT, VT, VI, 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
|
$20,000 |
Types of funds
|
Non-Qualified, IRA, IRA Rollover, IRA Transfer, IRA-Roth, Inherited IRA, and NQ Stretch |
Brochure
|
Open brochure |
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.9%
Fixed
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate with Spread |
Point to Point
Annual
|
235%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate |
Point to Point
Annual
|
195%
Participation
|
1-Year SG Climate Prepared PTP Participation Rate with Spread |
Point to Point
Annual
|
235%
Participation
2%
Spread
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
58%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
10.8%
Cap
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate |
Point to Point
Annual
|
195%
Participation
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
9.75%
Cap
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
6.85%
Performance triggered
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
14.7%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
4%
Fixed
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate with Spread |
Point to Point
Annual
|
240%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
1-Year SG Climate Prepared PTP Participation Rate with Spread |
Point to Point
Annual
|
240%
Participation
2%
Spread
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
10%
Cap
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate |
Point to Point
Annual
|
200%
Participation
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
60%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
11%
Cap
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7%
Performance triggered
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
15%
Performance triggered
|
1-Year Fixed Account |
Fixed
|
4.1%
Fixed
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate with Spread |
Point to Point
Annual
|
245%
Participation
2%
Spread
|
1-Year SG Climate Prepared PTP Participation Rate |
Point to Point
Annual
|
205%
Participation
|
1-Year SG Climate Prepared PTP Participation Rate with Spread |
Point to Point
Annual
|
245%
Participation
2%
Spread
|
1-Year S&P 500 PTP Participation Rate |
Point to Point
Annual
|
62%
Participation
|
1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
11.2%
Cap
|
1-Year MSCI EAFE PTP Cap |
Point to Point
Annual
|
10.25%
Cap
|
1-Year Barclays All Caps Trailblazer 5 PTP Participation Rate |
Point to Point
Annual
|
205%
Participation
|
1-Year S&P 500 Performance Triggered |
Performance Triggered
Annual
|
7.15%
Performance triggered
|
1-Year S&P 500 Inverse Performance Triggered |
Inverse Perf Triggered
Annual
|
15.3%
Performance triggered
|
1-Year S&P 500 PTP Cap with Term Guarantee |
Point to Point
Annual
|
9.3%
Cap
|
1-Year S&P 500 PTP Cap with Term Guarantee |
Point to Point
Annual
|
9.5%
Cap
|
1-Year S&P 500 PTP Cap with Term Guarantee |
Point to Point
Annual
|
9.7%
Cap
|
Surrender schedule
Year | 1 | 2 | 3 | 4 | 5 |
---|---|---|---|---|---|
Penalty | 9% | 8% | 7% | 6% | 5% |