This is a 3 year guaranteed interest rate annuity.
Basic Details & Features
- Interest Rate:
2.80% For 3 Years ($100K+)
2.70% For 3 Years ($15K - $99,999) - Guaranteed Period: Guaranteed For 5 Years
- Surrender Charges: 3 Years - +/- MVA
9.4% Year 1
8.5% Year 2
7.5% Year 3
30 Day free exit window after term then repeats from year 1 - Minimum Deposit: $15,000
- Issue Age: 0-93 Mary vary by state
- States NOT approved in: CA, NY
- Free Withdrawal: Interest payments OK immediately (NO 10% Avail)
- Annuitization: anytime (60 and over)
- Death Benefits: Full Death Benefit
- Commission:
1.50% (0-80)
0.75% (81-85)
0.50% (86-93) - Waivers: Terminal condition and nursing home waivers - not in MA