Guaranteed Income Annuity 10 Legacy Rider
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Learn how an annuity can provide guaranteed income for life.
Highlights
The Guaranteed Income Annuity can help protect your future from risk while also growing your retirement money. This innovative annuity is designed to guarantee savings that last the entirety of a client’s life, provide a bright future and financial legacy to beneficiaries, or a combination of the two for those not completely sure of their retirement goals.
Available in states:
AL, AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MN, MS, MT, NE, NV, NM, NC, ND, OH, OK, OR, PA, RI, SC, SD, TX, UT, WA, and WY
|
Type
|
Fixed Index
|
|---|---|
|
Premium Bonus
|
10% |
|
Term
|
10 Years |
|
Surrender schedule
|
10%9%8%7%6%5%4%3%2%1% |
|
Free withdrawal
|
1st year: 0% 2nd+ year: 10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$5,000 |
|
Types of funds
|
Non-Qualified, 401k, IRA, IRA Rollover, 401a, IRA Transfer, SEP IRA, IRA-Roth, SIMPLE IRA, 1035 Exchange, Stretch IRA, Inherited IRA, and TSP |
Brochure
|
Open brochure |
Find out if the Guaranteed Income Annuity 10 Legacy Rider is the right product for you.
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 2-Year Fixed Account with 3 Month SOFR Participation Rate |
SOFR
Annual
|
3%
Fixed
55%
Participation
|
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 |
|---|---|---|
| Legacy Rider | Yes | 1.25% annually (1.60% after 5 years) |
| Legacy Rider (FL, SD, ND) | Yes | 1.25% annually (1.60% after 5 years) |
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