OrionShield 7 with Premium Bonus
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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, 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
|
|---|---|
|
Premium Bonus
|
5% |
|
Term
|
7 Years |
|
Surrender schedule
|
9%8%7%6%5%4%3% |
|
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%
Fixed
|
| 1-Year S&P 500 PTP Higher Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
10.25%
Cap
|
| 1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
6.5%
Cap
|
| 1-Year Russell 2000 PTP Monthly Average Participation Rate with Cap |
Point to Point
Annual
Monthly average
|
100%
Participation
5.75%
Cap
|
| 3-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Triennial
|
130%
Participation
|
| 1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
100%
Participation
|
| 1-Year Fixed Account |
Fixed
|
3.5%
Fixed
|
| 1-Year S&P 500 PTP Higher Cap with 50% Participation Rate |
Point to Point
Annual
|
50%
Participation
12.5%
Cap
|
| 1-Year S&P 500 PTP Cap with 100% Participation Rate |
Point to Point
Annual
|
100%
Participation
7.5%
Cap
|
| 1-Year Russell 2000 PTP Monthly Average Participation Rate with Cap |
Point to Point
Annual
Monthly average
|
100%
Participation
7%
Cap
|
| 3-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Triennial
|
150%
Participation
|
| 1-Year Barclays Global Trailblazer PTP Participation Rate |
Point to Point
Annual
|
115%
Participation
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 9% | 8% | 7% | 6% | 5% | 4% | 3% |