Fixed Indexed Annuity
Allianz 360
CL Life
3.5%
Best Cap
10%
Free W/D
50
States
Free Withdrawal
10%/yr
Available In
50 states
Min Premium
$20,000
Surrender
10 years
Current Rates & Strategies
| Index | Crediting | Cap | Participation | Fixed |
|---|---|---|---|---|
| BlackRock iBLD Claria II Excess Return Index | Annual | -- | 65% | -- |
| Bloomberg US Dynamic Balance II ER Index | Annual | -- | 65% | -- |
| PIMCO Tactical Balanced ER Index | Annual | -- | 90% | -- |
| S&P 500 Futures Daily Risk Control 5% Index Excess Return | Annual | -- | 120% | -- |
| S&P 500 Index | Annual | 3.5% | 100% | -- |
| S&P 500 Index | Monthly | 1.2% | 100% | -- |
| Fixed Account | 2-Year | -- | -- | -- |
| Fixed Account | 5Y | -- | -- | -- |
| Fixed Account | Daily | -- | -- | 2% |
Surrender Schedule
Yr 1
10%
Yr 2
10%
Yr 3
10%
Yr 4
8.75%
Yr 5
7.5%
Yr 6
6.25%
Yr 7
5%
Yr 8
3.75%
Yr 9
2.5%
Yr 10
1.25%
After
0%
Nursing home waiver, RMD waiver
Carrier Ratings
A.M. BestA+
Moody'sAa3
Standard & Poor'sAA
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