Guarantee of Principal + Interest
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How It Works
- Guarantee of principal + interest
- First year guaranteed interest rate equals 6.57% This rate includes a 1.5% up-front bonus added to a 5% interest rate
- Interest is tax deferred
- A fixed annuity could reduce taxation of social security income – minimum interest rate is 2.8%
- Suitable for IRA transfers, 403(b) and 401(k) rollovers and tax-free 1035 exchanges
- Maximum issue age: 85 – no annual contract fees
- Minimum investment: $10,000
- Those providing contact information may be contacted by a licensed insurance agent
- Not available in all 50 states
- Other contract provisions apply
*Death benefit: Account value – (Surrender penalties waived at death) | *Interest rate of 6.57% in the first year is subject to change | *A six (6) year surrender fee schedule will apply