Fixed Indexed Annuity

LibertyMark Freedom 10

Americo

10.55%

Best Cap

10%

Free W/D

27

States

A fixed indexed annuity that grows your retirement savings based on market performance while protecting your principal from losses. Ideal for conservative investors seeking market upside with downside protection.

Free Withdrawal

10%/yr

Available In

27 states

Min Premium

$10,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
SG Columbia Adaptive Risk Allocation Index2-Year--291%--
SG Columbia Adaptive Risk Allocation IndexAnnual--172%--
SG Lead Asset Select Exposure Rotation Index2-Year--232%--
SG Lead Asset Select Exposure Rotation IndexAnnual--169%--
S&P 500 Index2-Year--85%--
S&P 500 IndexAnnual10.55%100%--
S&P 500 IQ 0.5% Decrement IndexAnnual21.65%100%--
Fixed AccountDaily----4.25%

Key Features

Principal Protection

0% floor

Your money is protected from market losses with 0% minimum interest credit

Guaranteed Minimum Return

1-3% annually

Guaranteed to receive between 1% and 3% on your entire premium regardless of market conditions

Free Withdrawals

10% annually

Withdraw up to 10% of your account value each year without penalties

Surrender Period Options

7 or 10 years

Choose between 7-year or 10-year surrender charge periods

Nursing Home Waiver

100% access

Access 100% of funds penalty-free after 90+ days of nursing home confinement

Liberty Optimizer Fee

1.00% - 1.75%

Administrative fee for enhanced features and strategies

True Up Benefit

Year 5 protection

Protects premium from fee erosion by crediting back excess fees after Year 5

Highlights

1

Protects your principal from market losses while allowing participation in market gains through indexed strategies

2

Offers 10% penalty-free withdrawals annually after the first year for liquidity needs

3

Includes nursing home waiver allowing 100% withdrawal without penalties after 90+ days of confinement

4

Provides guaranteed minimum return of 1-3% regardless of market performance

5

Features True Up benefit that protects your premium from fee erosion after 5 years

Surrender Schedule

Yr 1

12%

Yr 2

11.5%

Yr 3

11%

Yr 4

10.5%

Yr 5

10%

Yr 6

9%

Yr 7

8%

Yr 8

7%

Yr 9

6%

Yr 10

5%

After

0%

Nursing home waiver

Best For

Conservative investors seeking retirement growth with principal protection and some liquidity access.

Consider Alternatives If

Investors seeking maximum growth potential or those who may need significant liquidity during the surrender period.

Carrier Ratings

A.M. BestA

Free Comparison Report

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Related Resources