Fixed Indexed Annuity

Indextra

CL Life

7.5%

Best Cap

10%

Free W/D

50

States

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$15,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
GS Momentum Builder Multi-Asset Class2-Year--200%--
GS Momentum Builder Multi-Asset Class3Y--250%--
GS Momentum Builder Multi-Asset ClassAnnual--135%--
J.P. Morgan Strategic Balanced Index2-Year--157%--
J.P. Morgan Strategic Balanced Index3Y--192%--
J.P. Morgan Strategic Balanced IndexAnnual--112%--
S&P 500 IndexAnnual7.5%100%--
Fixed AccountDaily----4%

Surrender Schedule

Yr 1

9%

Yr 2

8.5%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

Yr 8

3%

Yr 9

2%

Yr 10

1%

After

0%

Nursing home waiver, RMD waiver, Terminal illness waiver

Carrier Ratings

A.M. BestA+
FitchAA
Moody'sAa3
Standard & Poor'sAA-

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