Fixed Indexed Annuity

LibertyMark Freedom 7

Americo

10.5%

Best Cap

10%

Free W/D

47

States

LibertyMark is a fixed indexed annuity that lets you save for retirement with a lump-sum payment, offering guaranteed minimum returns plus growth tied to market index performance. It's designed for people who want retirement income protection without the risk of losing money in market downturns.

Free Withdrawal

10%/yr

Available In

47 states

Min Premium

$10,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
SG Columbia Adaptive Risk Allocation Index2-Year--281%--
SG Columbia Adaptive Risk Allocation IndexAnnual--165%--
SG Lead Asset Select Exposure Rotation Index2-Year--224%--
SG Lead Asset Select Exposure Rotation IndexAnnual--163%--
S&P 500 Index2-Year--83%--
S&P 500 IndexAnnual10.5%100%--
S&P 500 IQ 0.5% Decrement IndexAnnual19.95%100%--
Fixed AccountDaily----4%

Key Features

Guaranteed Minimum Value

1-3% guaranteed minimum

Your money is protected with a minimum guarantee of 1-3% annual return on your entire premium, regardless of market performance

Indexed Interest Crediting

Varies by strategy selected

Earn returns based on the performance of market indices with some strategies offering uncapped upside potential and others using interest rate caps

Penalty-Free Withdrawals

10% annually, $500 minimum

Access up to 10% of your account value annually without surrender charges after the first contract year, with a $500 minimum withdrawal

Multiple Surrender Period Options

7 or 10 years

Choose between 7-year or 10-year surrender periods, with bonus and non-bonus options available on 10-year products

Fixed Rate Strategy

Competitive fixed rate, 12-month terms

A guaranteed fixed interest rate option for 12-month periods with daily crediting, ideal for those expecting to need withdrawals

Lifetime Income Options

Multiple payout options available

Convert your savings into regular monthly payments that can last your entire lifetime or be structured for your spouse

Death Benefit

Greater of accumulation or guaranteed value

Your beneficiaries receive the greater of your account value or guaranteed minimum value, bypassing probate

Confinement Waiver

100% penalty-free access upon confinement

If confined to a nursing home or hospital for 90+ consecutive days, withdraw 100% of your account value without surrender charges (available in most states)

Highlights

1

Protection from market losses with guaranteed minimum returns of 1-3% on your premium

2

Growth potential tied to market index performance without direct stock market exposure

3

Flexible access to your money with penalty-free withdrawals of up to 10% annually after year one

4

Multiple interest crediting strategies to match different market conditions and risk preferences

5

Tax-deferred growth with lifetime income options and strong death benefits for heirs

Surrender Schedule

Yr 1

9%

Yr 2

8.5%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

After

0%

Nursing home waiver

Best For

Retired or near-retirees who want to convert a lump sum into tax-deferred retirement savings with downside protection and the potential for market-linked growth.

Consider Alternatives If

People who need immediate access to all their money within the first several years, as early withdrawals beyond the 10% annual allowance trigger surrender charges.

Carrier Ratings

A.M. BestA

Free Comparison Report

Get a personalized LibertyMark Freedom 7 illustration

See year-by-year projections for your specific age, premium, and income goals.

Related Resources