Fixed Indexed Annuity

WealthLock Accumulator

CL Life

11%

Best Cap

10%

Free W/D

49

States

Free Withdrawal

10%/yr

Available In

49 states

Min Premium

$25,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
BofA USA Growth FC 10 Index2-Year--90%--
BofA USA Growth FC 10 Index5Y--135%--
BofA USA Growth FC 10 IndexAnnual--110%--
Invesco Peak II Index2-Year--110%--
Invesco Peak II Index5Y--160%--
Invesco Peak II IndexAnnual--145%--
iShares Gold TrustAnnual11%100%--
iShares MSCI EAFE ETFAnnual10%100%--
iShares US Real Estate ETFAnnual11%100%--
Nasdaq-100 IndexAnnual9%100%--
S&P 500 IndexAnnual9.75%100%--
S&P Global Diversified 7.5% TCA (USD) ER Index2-Year--110%--
S&P Global Diversified 7.5% TCA (USD) ER Index5Y--160%--
S&P Global Diversified 7.5% TCA (USD) ER IndexAnnual--145%--
Fixed AccountDaily----3.75%

Surrender Schedule

Yr 1

9%

Yr 2

9%

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-

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