Annuity Educator
Best Guaranteed Annuity Rates
2-Year
5.25%
3-Year
6.25%
5-Year
6.30%
7-Year
5.80%
10-Year
5.80%

SecureLink Ultra 5 (CA Only)

In the complex world of retirement planning, annuities stand out as a popular choice for those seeking steady income streams in their golden years. Amidst a crowded market, a few annuity companies have distinguished themselves through their robust financial strength, customer service excellence, and diverse product offerings.

Get an annuity today!

Learn how an annuity can provide guaranteed income for life.

SecureLink Ultra fixed indexed annuities help your clients combine growth potential plus protection while rewarding them with a Loyalty Bonus for sticking to their long-term retirement goals.

A 10% Loyalty Bonus after 10 years
As a reward for sticking with your long-term goals, SecureLink Ultra 5 also offers a one-time Loyalty Bonus. On your 10th contract anniversary, no matter how your indexed accounts have performed, a bonus equal to 10% of your Purchase Payment (reduced dollar-for-dollar for withdrawals) will be credited to your contract value. The bonus will be allocated among your accounts proportionally. 

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: CA

Allocation Accounts

Name Type Rates
1-Year Fixed Account
Fixed
2.65% Fixed
1-Year S&P 500 PTP Participation Rate
Point to Point
Annual
33% Participation
1-Year S&P 500 PTP Cap
Point to Point
Annual
6.3% Cap
1-Year Barclays Trailblazer PTP Participation Rate
Point to Point
Annual
140% Participation
1-Year MSCI EAFE PTP Cap
Point to Point
Annual
6.25% Cap
1-Year S&P 500 Performance Triggered
Performance Triggered
Annual
5.1% Performance triggered
1-Year S&P 500 Inverse Performance Triggered
Inverse Perf Triggered
Annual
8.7% Performance triggered
1-Year Fixed Account
Fixed
2.75% Fixed
1-Year MSCI EAFE PTP Cap
Point to Point
Annual
6.5% Cap
1-Year Barclays Trailblazer PTP Participation Rate
Point to Point
Annual
145% Participation
1-Year S&P 500 PTP Participation Rate
Point to Point
Annual
35% Participation
1-Year S&P 500 PTP Cap
Point to Point
Annual
6.5% Cap
1-Year S&P 500 Performance Triggered
Performance Triggered
Annual
5.25% Performance triggered
1-Year S&P 500 Inverse Performance Triggered
Inverse Perf Triggered
Annual
9% Performance triggered
1-Year Fixed Account
Fixed
2.85% Fixed
1-Year S&P 500 PTP Participation Rate
Point to Point
Annual
37% Participation
1-Year S&P 500 PTP Cap
Point to Point
Annual
6.7% Cap
1-Year MSCI EAFE PTP Cap
Point to Point
Annual
6.75% Cap
1-Year Barclays Trailblazer PTP Participation Rate
Point to Point
Annual
150% Participation
1-Year S&P 500 Performance Triggered
Performance Triggered
Annual
5.4% Performance triggered
1-Year S&P 500 Inverse Performance Triggered
Inverse Perf Triggered
Annual
9.3% Performance triggered

Surrender schedule

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