Annuity Products

This fixed-indexed annuity offers multiple indexed strategies, accepts additional purchase payments during the first two contract months, and features early withdrawal charges and market value adjustments that end after three years.

Indexed

Low-Risk / High-Return

Have a potential of higher returns without the risk of losing your money. A tax-deferred annuity whose credited interest is linked to an equity index—typically the S&P 500 or international index.

  • Added protection from inflation.
  • Index gains are locked in.
  • May provide better rates than CD.

Fee-Based

Zero Commission

For registered investment advisers, who are paid a flat, annual advisory fee. A tax-deferred annuity whose credited interest is linked to an equity index—typically the S&P 500 or international index.

  • Protection from market loss.
  • Growth opportunity with multiple indexed strategies
  • Better withdrawal charges.

Riders

Guaranteed Growth / Flexible

Solution for longevity risk by providing a lifetime income stream. Have a potential of higher returns without the risk of losing your money.

  • Protection from market loss.
  • Growth opportunity with multiple indexed strategies
  • Better withdrawal charges.

Registered Index-linked

Guaranteed Growth / Flexible

Solution for longevity risk by providing a lifetime income stream. Have a potential of higher returns without the risk of losing your money.

  • Protection from market loss.
  • Growth opportunity with multiple indexed strategies
  • Better withdrawal charges.

Fixed

Guaranteed Growth / Flexible

Solution for longevity risk by providing a lifetime income stream. Have a potential of higher returns without the risk of losing your money.

  • Protection from market loss.
  • Growth opportunity with multiple indexed strategies
  • Better withdrawal charges.

Immediate

Guaranteed Growth / Flexible

Solution for longevity risk by providing a lifetime income stream. Have a potential of higher returns without the risk of losing your money.

  • Protection from market loss.
  • Growth opportunity with multiple indexed strategies
  • Better withdrawal charges.

Tools & Resources