ClearLine Annuity
Get an annuity today!
Learn how an annuity can provide guaranteed income for life.
Highlights
ClearLine Annuity can help grow your clients’ retirement savings without investing in the stock market. Your clients can receive interest credits based on a portion of the increase of a financial market index, but are guaranteed to never lose money due to market loss.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, 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
|
|---|---|
|
Surrender schedule
|
No Surrender Charge |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$25,000 |
|
Types of funds
|
Non-Qualified, IRA, IRA Rollover, TSA 403b, SEP IRA, IRA-Roth, Inherited IRA, NQ Stretch, and TSP |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
5.25%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
12.5%
Cap
|
| 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
3.5%
Cap
|
| 1-Year S&P 500 LV DRC 5% TR PTP Participation Rate with Spread |
Point to Point
Annual
|
100%
Participation
0.75%
Spread
|
| 1-Year Avantis Barclays Volatility Control PTP Participation Rate |
Point to Point
Annual
|
115%
Participation
|
| 1-Year Fixed Account |
Fixed
|
5.35%
Fixed
|
| 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
13%
Cap
|
| 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
4%
Cap
|
| 1-Year S&P 500 LV DRC 5% TR PTP Participation Rate with Spread |
Point to Point
Annual
|
100%
Participation
0.5%
Spread
|
| 1-Year Avantis Barclays Volatility Control PTP Participation Rate |
Point to Point
Annual
|
120%
Participation
|
Surrender schedule
| Year |
|---|
| Penalty |