Here is what you can expect to be included in this 10-minute video.
- How index annuities can protect your assets in these turbulent times.
- How index annuities offer upside potential and downside protection at the same time
- An explanation of the Czerkies Annuity Hotlist
- Highlighting historical hypothetical returns for a couple of annuities on our hotlist
Click on the orange headings below to go to the pages with the full illustrations for each respective index annuity.
MNL RetireVantage Fixed Index Annuity
Issue Ages 0-79
Minimum Flexible-Premium $20,000
Illustration Excerpts:
10 Year Surrender Schedule
No Fee Strategy
Best 10 Year Period: 6.64%
Worst 10 Year Period: 4.03%
Last 10 Year Period: 6.44%
0.50% Fee Strategy (1% on 50% of the beginning account value)
Best 10 Year Period: 7.57%
Worst 10 Year Period: 4.54%
Last 10 Year Period: 7.02%
10% Penalty-Free Withdrawals Available After Year 1
See Full Illustration Above For Details
MNL Accelerate 5 Fixed Index Annuity
Issue Age 0-85
Minimum Single Premium $20,000
Illustration Excerpts:
5 Year Surrender Schedule
No Fee Strategy
Best 10 Year Period: 5.22%
Worst 10 Year Period: 3.30%
Last 10 Year Period: 4.86%
1% Fee Strategies
Best 10 Year Period: 7.53%
Worst 10 Year Period: 4.43%
Last 10 Year Period: 6.94%
Earned Interest Penalty-Free Withdrawals Available After Year 1
See Full Illustration Above For Details
North American VersaChoice- Fixed Index Annuity
Issue Ages 0-79
Minimum Single-Premium $20,000
Illustration Excerpts:
10 Year Surrender Schedule
No Fee Strategy
Best 10 Year Period: 4.55%
Worst 10 Year Period: 2.83%
Last 10 Year Period: 4.07%
1.50% Fee Strategy
Best 10 Year Period: 7.19%
Worst 10 Year Period: 3.89%
Last 10 Year Period: 6.28%
10% Penalty-Free Withdrawals Available After Year 1
See Full Illustration Above For Details
F&G Power Accumulator
Issue Ages 0-85
Minimum Flexible-Premium $10,000
Illustration Excerpts:
10 Year Surrender Schedule
No Fee Strategy
Best 10 Year Period: 5.10%
Worst 10 Year Period: 2.77%
Last 10 Year Period: 4.93%
1% Fee Strategies
Best 10 Year Period: 8.39%
Worst 10 Year Period: 4.01%
Last 10 Year Period: 8.06%
10% Penalty-Free Withdrawals Available After Year 1
See Full Illustration Above For Details
GLA- TriVysta Fixed Index Annuity
Issue Ages 0-81
Minimum Single-Premium $10,000
Illustration Excerpts:
10 Year Surrender Schedule
No Fee Strategy
Best 10 Year Period: 7.99%
Worst 10 Year Period: 6.60%
Last 10 Year Period: 6.60%
10% Penalty-Free Withdrawals Available After Year 1
See Full Illustration Above For Details
Nothing contained is intended to be a recommendation to purchase an annuity, rather, is for educational purposes to help the viewer get a better understanding of how an annuity may or may not benefit the individual. Please contact us for further explanation and suitability review if you have further interest in exploring how an index annuity may be of value to you. The hypothetical illustrated rates are not guaranteed and the rates are subject to change on any given day. The illustrations were updated as of the date that this information posted on the website and we strive to ensure that the illustrations are based on the current crediting strategy rates. We verify the rates and illustrations prior to making recommendations for each client. The information posted on this site is for educational purposes and is not to be construed as a sales presentation or a product recommendation of any kind.
