Fixed Indexed Annuity

Synergy Choice Max

Aspida

15%

Best Cap

10%

Free W/D

49

States

A fixed index annuity that protects your principal while offering growth potential tied to market indexes. Choose from multiple crediting strategies with terms from 1-2 years.

Free Withdrawal

10%/yr

Available In

49 states

Min Premium

$25,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Citi Aria Index2-Year--123%--
Citi Aria IndexAnnual--75%--
Goldman Sachs Grand Prix Index2-Year--270%--
Goldman Sachs Grand Prix IndexAnnual--190%--
Goldman Sachs Lexicon Long Short Index2-Year--105%--
Goldman Sachs Lexicon Long Short IndexAnnual15%100%--
Invesco QQQ Growth Index2-Year--98%--
Invesco QQQ Growth IndexAnnual13%100%--
Nasdaq-100 Index2-Year13%100%--
Nasdaq-100 IndexAnnual8.25%100%--
S&P 500 Index2-Year15%100%--
S&P 500 IndexAnnual9.5%100%--
Fixed AccountDaily----3.5%

Key Features

Premium Range

$25,000 to $2,000,000

Single premium payment to start your contract

Surrender Charge Periods

5-year or 10-year options

Choose how long your money stays invested

Index Options

8 different indexes available

Multiple market indexes to choose from including S&P 500, Nasdaq-100, and specialty indexes

Crediting Strategies

20 total strategies available

Different ways to earn interest based on index performance

Principal Protection

100% protection

Your initial investment and earned interest are protected from market losses

Free Withdrawals

Up to 10% annually after year 1

Access a portion of your money without penalties

Death Benefit

100% of account value

Full account value plus prorated growth paid to beneficiaries

Highlights

1

Choose from 20 different crediting strategies, including options tied to popular market indexes like S&P 500 and Nasdaq-100

2

Your premium is fully protected from market losses while still having upside growth potential

3

Access up to 10% of your account value annually without penalties after the first year

4

Completely digital, paperless process for faster applications and contract issuance

Surrender Schedule

Yr 1

9%

Yr 2

9%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

Yr 8

3%

Yr 9

2%

Yr 10

1%

After

0%

Nursing home waiver, RMD waiver, Terminal illness waiver

Best For

Investors seeking principal protection with growth potential who can commit funds for 5-10 years and want flexible access options.

Consider Alternatives If

People who need immediate full access to their funds or want guaranteed fixed returns regardless of market performance.

Carrier Ratings

A.M. BestA-

Free Comparison Report

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

Related Resources