Fixed Indexed Annuity
Foundations Annuity
CL Life
10%
Best Cap
10%
Free W/D
50
States
Free Withdrawal
10%/yr
Available In
50 states
Min Premium
$25,000
Surrender
7 years
Current Rates & Strategies
| Index | Crediting | Cap | Participation | Fixed |
|---|---|---|---|---|
| Morningstar Wide Moat Focus Barclays VC 7% Index ER | 2-Year | -- | 220% | -- |
| Morningstar Wide Moat Focus Barclays VC 7% Index ER | Annual | -- | 165% | -- |
| MSCI EAFE Index | Annual | 10% | 100% | -- |
| Nasdaq-100 Index | Annual | 10% | 100% | -- |
| Russell 2000 Index | Annual | 10% | 100% | -- |
| S&P 500 Factor Rotator Daily RC2 7% Index (USD) ER | 2-Year | -- | 190% | -- |
| S&P 500 Factor Rotator Daily RC2 7% Index (USD) ER | Annual | -- | 130% | -- |
| S&P 500 Index | Annual | 9.75% | 100% | -- |
| S&P 500 Index | Monthly | 10% | 100% | -- |
| S&P 500 Low Volatility Daily Risk Control 5% USD Total Return Index | 2-Year | -- | 100% | -- |
| S&P 500 Low Volatility Daily Risk Control 5% USD Total Return Index | Annual | -- | 100% | -- |
| S&P MARC 5% Excess Return | 2-Year | -- | 275% | -- |
| S&P MARC 5% Excess Return | Annual | -- | 200% | -- |
| Fixed Account | Daily | -- | -- | 4.75% |
Surrender Schedule
Yr 1
9%
Yr 2
8%
Yr 3
7%
Yr 4
6%
Yr 5
5%
Yr 6
4%
Yr 7
3%
After
0%
Nursing home waiver, Terminal illness waiver
Carrier Ratings
A.M. BestA-
Standard & Poor'sA-
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