This is a 5 year guaranteed interest rate annuity.

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Basic Details & Features

  • Interest Rate Premium $100,000+:
    3.65% Year 1
    2.65% Years 2 - 5
    (Average Yield 2.85% Over 5 Years)
    Interest Rate Premium Under $100,000

    3.55% Year 1
    2.55% Years 2 - 5
    (Average Yield 2.75% Over 5 Years)
    All rates in New York are 0.15% Lower
  • Rate Guarantee Period: Guaranteed For 5 Years
  • Surrender Charges: 5 year period - Maximum 10 years:
    8% Year 1
    8% Year 2
    8% Year 3
    7% Year 4
    6% Year 5
    30 Day Free exit window
    5% Year 6
    4% Year 7
    3% Year 8
    2% Year 9
    1% Year 10
    0% Years 11+
  • Minimum Deposit: $5,000 for Low Band $100,000 for High Band
  • Issue Age: 0-85 
  • States NOT approved in: UT - (NY Rates are lower
  • Free Withdrawal: Annual 10% Penalty Free Withdrawals after the first year. Interest available after 30 days.
  • Death Benefits: Full Death Benefit & Waivers
  • Commission:
    2.50% (ages 0-79)
    0.50% (ages 80-85)
  • Company Ratings: A by A.M. Best 

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FSD Financial Services Fixed Annuities and Life

5530 Corbin Ave, Suite 101, Tarzana, CA 91356, US

(800) 373-9697