Annuity Educator
Best Guaranteed Annuity Rates
2-Year
5.50%
3-Year
6.25%
5-Year
6.30%
7-Year
5.80%
10-Year
5.80%

OrionShield 10

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.

The OrionShield annuity is a single premium fixed indexed annuity product designed for clients who are: 
  • At or nearing retirement 
  • Looking for a growth opportunity for the assets that they can’t afford to lose 
  • Concerned about market losses and sudden swings 
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, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY

Allocation Accounts

Name Type Rates
1-Year Fixed Account
Fixed
3.85% Fixed
1-Year S&P 500 PTP Higher Cap with 50% Participation Rate
Point to Point
Annual
50% Participation
11.25% Cap
1-Year S&P 500 PTP Cap with 100% Participation Rate
Point to Point
Annual
100% Participation
9.5% Cap
1-Year Russell 2000 PTP Monthly Average Participation Rate with Cap
Point to Point
Annual
Monthly average
100% Participation
8.75% Cap
3-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Triennial
160% Participation
1-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Annual
105% Participation
1-Year Fixed Account
Fixed
4.6% Fixed
1-Year S&P 500 PTP Higher Cap with 50% Participation Rate
Point to Point
Annual
50% Participation
13.5% Cap
1-Year S&P 500 PTP Cap with 100% Participation Rate
Point to Point
Annual
100% Participation
10.5% Cap
1-Year Russell 2000 PTP Monthly Average Participation Rate with Cap
Point to Point
Annual
Monthly average
100% Participation
9.75% Cap
3-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Triennial
180% Participation
1-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Annual
120% Participation

Surrender schedule

Year 1 2 3 4 5 6 7 8 9 10
Penalty 9% 9% 8% 7% 6% 5% 4% 3% 2% 1%