Fixed Indexed Annuity

Orbiter Income 5

AuguStar Financial

6.95%

Best Cap

10%

Free W/D

51

States

A fixed indexed annuity that grows your retirement savings based on market index performance while protecting against losses. Designed for retirees who want growth potential with guaranteed principal protection.

Free Withdrawal

10%/yr

Available In

51 states

Min Premium

$25,000

Surrender

5 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Global Trailblazer IndexAnnual--127%--
Russell 2000 IndexMonthly6.95%100%--
S&P 500 IndexAnnual5.65%50%--
US Balanced Asset 10 IndexAnnual--79%--
US Daily Risk Managed 12 IndexAnnual--66%--
US Multi-Asset Diversified 5 IndexAnnual--145%--
US Multi-Asset Risk Managed 5 IndexAnnual--142%--
US Strategic Balanced Asset 8 IndexAnnual--97%--
Fixed AccountDaily----3%

Key Features

Floor Protection

0% floor

Your contract value can never decrease due to market losses

Multiple Index Options

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

Crediting Strategies

Various methods to calculate interest including annual point-to-point and monthly average

Free Withdrawals

Up to 10% annually

Withdraw money without surrender charges

GAP Benefit

107% of starting value

Guaranteed minimum growth after surrender period ends

Tax Deferral

No taxes on growth until withdrawn

Highlights

1

Your money can never lose value due to market downturns - includes a 0% floor protection

2

Earn interest based on stock market index performance without direct market risk

3

Optional lifetime income rider with guaranteed 10% growth when not taking withdrawals

4

Tax-deferred growth until you withdraw funds, potentially increasing accumulation

5

Multiple crediting strategies let you customize how your money grows

Surrender Schedule

Yr 1

9%

Yr 2

8%

Yr 3

7%

Yr 4

6%

Yr 5

5%

After

0%

Nursing home waiver

Best For

Best for retirees who want growth potential but cannot afford to lose their principal and may need guaranteed lifetime income.

Consider Alternatives If

Not suitable for investors who need immediate liquidity or want direct stock market participation with unlimited upside potential.

Carrier Ratings

A.M. BestA
FitchA-
Moody'sBaa1

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