AuguStar Life Insurance Company
4.4
based on complex data
Annuity Educator Rating
Annuity review

OrionShield 9 with Premium Bonus (CA Only)

OrionShield 9 with Premium Bonus is a true game-changer for California retirees. It brings you peace of mind with guaranteed income over the years, ensuring a worry-free golden age.

Plus, the premium bonus propels your nest egg further! Truly a smart choice for your future. With OrionShield, you're secured!

OrionShield 9 with Premium Bonus (CA Only)-brochure OrionShield 9 with Premium Bonus (CA Only)-brochure

OrionShield 9 with Premium Bonus (CA Only)

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About Product

Type
Fixed Index
Purpose
Accumulation
Premium Bonus
13%
Term
9 Years
Surrender schedule
9%
8%
7%
6%
5%
4%
3%
2%
1%
Fee withdrawal:
10%
Market Value Adjustment
Yes
Return Of Premium
No
Minimum Contribution
$25,000
Maximum Contribution
$1,500,000
Max Age Qualified
80
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
Launch Date
09/18/2023
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: CA

Allocation Accounts

Name Type Rates
1-Year Fixed Account
Fixed
2.3% Fixed
1-Year S&P 500 PTP Higher Cap with 50% Participation Rate
Point to Point
Annual
50% Participation
5.5% Cap
1-Year S&P 500 PTP Cap with 100% Participation Rate
Point to Point
Annual
100% Participation
5.3% Cap
1-Year Russell 2000 PTP Monthly Average Participation Rate with Cap
Point to Point
Annual
Monthly average
100% Participation
3.5% Cap
3-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Triennial
95% Participation
1-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Annual
70% Participation
1-Year Fixed Account
Fixed
2.55% Fixed
1-Year S&P 500 PTP Higher Cap with 50% Participation Rate
Point to Point
Annual
50% Participation
8% 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
4.75% Cap
3-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Triennial
115% Participation
1-Year Barclays Global Trailblazer PTP Participation Rate
Point to Point
Annual
85% Participation

Surrender schedule

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

Hypothetical Projection

Comparison against S&P 500 using current rates
indexed chart
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Riders

No Riders for OrionShield 9 with Premium Bonus (CA Only) annuity.

Waivers

Death

Surrender charges do not apply as a result of the death of the Annuitant.

Annuitization

Surrender charges do not apply under certain annuitization scenarios.

Premium Notes

Annual Contract Fee 
None.

Withdrawal Provisions

Free Withdrawal amount Beginning in the first contract year, 10% of the beginning Index Year Contract Value may be withdrawn without incurring any surrender charges or MVA. 

Company Founded: 1909
Excellent Rated Company
AuguStar Life Insurance Company
Company Ratings
5
  • A.M. Best A
  • Fitch A-
  • Moody's Baa1
  • Comdex 69
Assets: $10,767,903,466
Ohio

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