Fixed Indexed Annuity

Trailhead FIA

Axonic Insurance Services (AIS)

21.5%

Best Cap

10%

Free W/D

44

States

Free Withdrawal

10%/yr

Available In

44 states

Min Premium

$20,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
DB Foresight X-Asset 10 Index2-Year--139%--
DB Foresight X-Asset 10 IndexAnnual--83%--
Nasdaq-100 Bitcoin Trends 15% Index2-Year--95%--
Nasdaq-100 Bitcoin Trends 15% IndexAnnual--65%--
NASDAQ-100 Volatility Control 7% Index2-Year--164%--
NASDAQ-100 Volatility Control 7% IndexAnnual--98%--
S&P 500 Dynamic Intraday TCA Index (USD) ER2-Year--115%--
S&P 500 Dynamic Intraday TCA Index (USD) ERAnnual--80%--
S&P 500 Index2-Year21.5%100%--
S&P 500 IndexAnnual10.5%100%--
Fixed AccountDaily----5.05%

Surrender Schedule

Yr 1

9.3%

Yr 2

8.4%

Yr 3

7.5%

Yr 4

6.6%

Yr 5

5.7%

Yr 6

4.7%

Yr 7

3.8%

Yr 8

2.8%

Yr 9

1.9%

Yr 10

0.9%

After

0%

Nursing home waiver, Terminal illness waiver

Carrier Ratings

A.M. BestA-

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