Fixed Indexed Annuity
Trailhead FIA Plus with Enhanced Premium Bonus
Axonic Insurance Services (AIS)
9.5%
Best Cap
10%
Free W/D
43
States
Free Withdrawal
10%/yr
Available In
43 states
Min Premium
$20,000
Surrender
10 years
Current Rates & Strategies
| Index | Crediting | Cap | Participation | Fixed |
|---|---|---|---|---|
| DB Foresight X-Asset 10 Index | 2-Year | -- | 80% | -- |
| DB Foresight X-Asset 10 Index | Annual | -- | 50% | -- |
| Nasdaq-100 Bitcoin Trends 15% Index | 2-Year | -- | 55% | -- |
| Nasdaq-100 Bitcoin Trends 15% Index | Annual | -- | 40% | -- |
| NASDAQ-100 Volatility Control 7% Index | 2-Year | -- | 90% | -- |
| NASDAQ-100 Volatility Control 7% Index | Annual | -- | 60% | -- |
| S&P 500 Dynamic Intraday TCA Index (USD) ER | 2-Year | -- | 70% | -- |
| S&P 500 Dynamic Intraday TCA Index (USD) ER | Annual | -- | 55% | -- |
| S&P 500 Index | 2-Year | 9.5% | 100% | -- |
| S&P 500 Index | Annual | 6.75% | 100% | -- |
| Fixed Account | Daily | -- | -- | 3.15% |
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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