| Company & Annuity |
Bonus Amount & Features |
Surrender Charges |
Free Withdrawals |
MEA Fees |
To Order a Free Information Kit |
XTra Credit SIX / X Series |
6% - 6.5%
Contact Annuity FYI to lock in the higher rate!
|
9 - 10 years starting at 9%
Contact us to lock in the shorter surrender schedule! |
10% of purchase payments |
1.65% - 1.85% for the first 10 years
0.65% - 1.3% after 10 years
Contact us to lock in the lower fees! |
 |
ONcore Xtra |
4% |
8 years:
9%,8,7,6,5,4,2,1% |
10% of contract value per year |
1.40% |
|
Series Xtra |
7% for $200,000+
6% for <$200,000 |
9 years:
8%,8,7,6,5,4,3,2,1% |
10% of Total Purchase Payments Annually (after year 1) and all earnings |
1.70% |
|
Leaders® Plus |
Under $50k: 4%
$50k +: 5%
|
8 years:
8%,8,8,8,7,6,5,4% |
10% of premium per year |
1.65% |
|
Accumulator Plus |
Up to $500k: 4%
$500k+: 5% |
9 years:
8%,8,7,7,6,5,4,3,2% |
10% beginning of year of contract value per year |
1.55% |
|
Value |
Under $250k: 4%
$250k + : 5%
Bonus is on first year plus subsequent contributions |
7 years:
9%,9,7,7,5,5,4% |
10% of purchase payments |
1.40% |
|
Perspective Rewards |
Under $100k: 6%
$100k+: 8% |
9 years starting at 7.5% |
10% beginning of year of contract value per year |
1.80% |
|
