Fixed Indexed Annuity

Orbiter Growth 5

AuguStar Financial

9.25%

Best Cap

10%

Free W/D

51

States

A fixed indexed annuity that grows your retirement money based on stock market performance while protecting against losses. Perfect for retirees who want growth potential without market risk.

Free Withdrawal

10%/yr

Available In

51 states

Min Premium

$25,000

Surrender

5 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Global Trailblazer IndexAnnual--140%--
S&P 500 IndexAnnual9.25%100%--
US Balanced Asset 10 IndexAnnual--82%--
US Daily Risk Managed 12 IndexAnnual--76%--
US Multi-Asset Diversified 5 IndexAnnual--178%--
US Multi-Asset Risk Managed 5 IndexAnnual--157%--
US Strategic Balanced Asset 8 IndexAnnual--101%--
Fixed AccountDaily----4.15%

Key Features

Market Protection

0% minimum return

Never lose money due to market downturns - 0% floor guarantee

Premium Bonus

5% (7-year) or 10% (10-year)

Immediate bonus added to your contract value

Index Options

Multiple crediting strategies

Choose from S&P 500, Russell 2000, or Barclays Global Trailblazer indices

GAP Benefit

7% minimum per term

Guaranteed minimum growth over each surrender period

Free Withdrawals

10% annually

Access up to 10% of your contract value annually without charges

Tax Deferral

Tax-deferred growth

No taxes on growth until withdrawal, allowing faster compounding

Highlights

1

Your money grows based on stock market gains but is protected from all market losses with a 0% floor

2

Optional premium bonus of 5% (7-year) or 10% (10-year) gives your retirement savings an immediate boost

3

Multiple index options and crediting strategies let you customize your growth approach

4

Tax-deferred growth means more money compounds over time compared to taxable investments

5

Guaranteed Accumulation Protection ensures minimum 7% growth over each surrender period

Surrender Schedule

Yr 1

9%

Yr 2

8%

Yr 3

7%

Yr 4

6%

Yr 5

5%

After

0%

Nursing home waiver

Best For

Retirees or pre-retirees who want growth potential but cannot afford to lose their retirement savings to market downturns.

Consider Alternatives If

Investors who need immediate liquidity or want to directly participate in all market gains without limitations.

Carrier Ratings

A.M. BestA
FitchA-
Moody'sBaa1

Free Comparison Report

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