Orbiter Growth 10
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Learn how an annuity can provide guaranteed income for life.
Highlights
Orbiter Growth Annuity is a single premium fixed indexed annuity product designed for clients who are:
- At or nearing retirement
- Concerned about market losses and sudden swings
- Looking for a growth opportunity higher than CDs and other fixed investments on the assets they can’t afford to lose
Available in states:
AL, AK, AZ, AR, 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
|
9%9%8%7%6%5%4%3%2%1% |
|
Free withdrawal
|
10% |
|
Market value adjustment
|
|
|
Return of premium
|
|
|
Minimum contribution
|
$15,000 |
|
Types of funds
|
Non-Qualified, 401k, Profit Sharing, IRA, Pension, IRA Rollover, IRA Transfer, SEP IRA, IRA-Roth, SIMPLE IRA, and 457 plan |
Brochure
|
Open brochure |
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| 1-Year Fixed Account |
Fixed
|
3.85%
Fixed
|
| 1-Year Russell 2000 PTP Monthly Average Participation Rate with Cap |
Point to Point
Annual
Monthly average
|
100%
Participation
8.75%
Cap
|
| 1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
105%
Participation
|
| 3-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Triennial
|
160%
Participation
|
| 1-Year S&P 500 PTP Higher Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
11.5%
Cap
|
| 1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
9.5%
Cap
|
| 1-Year Fixed Account |
Fixed
|
4.6%
Fixed
|
| 1-Year Russell 2000 PTP Monthly Average Participation Rate with Cap |
Point to Point
Annual
Monthly average
|
100%
Participation
9.75%
Cap
|
| 1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
120%
Participation
|
| 3-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Triennial
|
180%
Participation
|
| 1-Year S&P 500 PTP Higher Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
13.75%
Cap
|
| 1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
10.5%
Cap
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Penalty | 9% | 9% | 8% | 7% | 6% | 5% | 4% | 3% | 2% | 1% |