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3, 5 or 7 year guaranteed interest rate annuity

Basic Details & Features

Interest Rates Based On Initial Premium:

California rates 0.05% lower


3 Year Guarantee:

  • 2.50% ($100,000+)
  • 1.75% ($50,000 - $99,999)
  • 1.15% ($15,000 - $49,999)


5 Year Guarantee:

  • 3.00% ($100,000+)
  • 2.35% ($50,000 - $99,999)
  • 1.85% ($15,000 - $49,999)


7 Year Guarantee:

  • 3.05% ($100,000+)
  • 2.65% ($50,000 - $99,999)
  • 2.15% ($15,000 - $49,999)


Guaranteed Period: 

  • Choose guarantee period of 3, 5 or 7 years


Surrender Charges With MVA: 

  • 3 Years Recurring
    9%, 8%, 7%, 30 day window
  • 5 Years Recurring
    9%, 8%, 7%, 6%, 5% 30 day window
  • 7 Years Recurring
  • 9%, 8%, 7%, 6%, 5%,4%, 3%
    30 day window+/- MVA - 30 Day Exit Window then surrender charges renew.


Minimum Deposit: 

  • $15,000 ($750,000 Maximum)


Issue Age:

  • 15 days - 90 years old


States NOT approved in: 

  • DE, DC, MT, ND, NY, SD


Free Withdrawal: 

  • 10% Free Withdrawal Provision after the first contract year


Death Benefits: 

  • Full Death Benefit


Commission: 

  • 3 Year:
    1.25% ages 0-80
    0.75% ages 81 -85
    0.50% ages 86 -90


  • 5 Year:
    2.00% ages 0-80
    1.25% ages 81 -85
    0.75% ages 86 -90 


  • 7 Year:
    2.25% ages 0-80
    1.75% ages 81 -85
    1.00% ages 86 -90 


Waivers:

  • Call


Company Ratings: 

  • A- by A.M. Best 

Would you like more information on this MYGA?

Get started here!

We focus on the guarantees, not the assumptions!

Quality | Integrity | Expertise 

FSD Financial Services Fixed Annuities and Life

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

(800) 373-9697