OrionShield 5
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Learn how an annuity can provide guaranteed income for life.
Highlights
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, CA, 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
Type
|
Fixed Index
|
---|---|
Term
|
5 Years |
Surrender schedule
|
9%8%7%6%5% |
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, TSA 403b, SEP IRA, IRA-Roth, SIMPLE IRA, 457 plan, and 1035 Exchange |
Brochure
|
Open brochure |
Allocation Accounts
Name | Type | Rates |
---|---|---|
1-Year Fixed Account |
Fixed
|
3.6%
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
7.75%
Cap
|
1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
100%
Participation
|
1-Year Fixed Account |
Fixed
|
4.35%
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%
Cap
|
1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
115%
Participation
|
Surrender schedule
Year | 1 | 2 | 3 | 4 | 5 |
---|---|---|---|---|---|
Penalty | 9% | 8% | 7% | 6% | 5% |