Multi-Year Guaranteed Annuity

Staysail

Knighthead Life

6.5%

Best Rate

46

States

Staysail is a multi-year guaranteed annuity that locks in fixed interest rates for 3, 5, or 7 years with daily crediting and no market risk. It's designed for retirees and those rolling over retirement plan assets who want predictable growth and flexibility.

Available In

46 states

Min Premium

$10,000

Surrender

7 years

Guaranteed Rates by Term

TermGuaranteed Rate
3-Year5.6%
5-Year6.3%
7-Year6.5%

Key Features

Guaranteed Option Period (GOP)

3, 5, or 7 years

Choose a 3, 5, or 7-year guarantee period during which simple interest is credited daily and guaranteed, with no market value risk.

Premium Range

$10,000 to $2,000,000

Flexible investment amount to suit different retirement savings levels.

Withdrawal Flexibility

0% or 10% annual free withdrawals

Option to access 10% of accumulated value annually without penalty (in exchange for a 0.20% rate reduction), or choose no free withdrawals at full rate.

Surrender Charge Schedule

8.50% to 3.00% depending on year and term

Withdrawal charges decline each year: 8.50% in Year 1, dropping to 3.00% by Year 7 on the 7-Year GOP.

Extended Care Waiver

Up to $250,000

If confined to a hospital or nursing home for 90+ consecutive days after the first year, access up to $250,000 penalty-free.

Terminal Illness Waiver

Up to $250,000

If diagnosed with a terminal illness (12 months or less to live), access up to $250,000 penalty-free after the first contract year.

Qualified Plan Rollovers

Full rollover capability

Accept rollovers from IRAs, 401(k)s, 403(b)s, and pension or profit-sharing plans without changing the owner/annuitant requirement.

Death Benefit

100% of accumulated value

Upon death, beneficiary receives the full accumulated value free of withdrawal charges or market value adjustments.

Free Look Period

30 days

Review and reconsider your purchase for 30 days after issue.

Highlights

1

Simple interest credited daily and guaranteed for 3, 5, or 7 years—no market risk during the guarantee period

2

Flexible withdrawal options: choose between no free withdrawals or 10% annual free withdrawals (with a 0.20% rate reduction)

3

Accepts rollovers from IRAs, 401(k)s, 403(b)s, and pension plans—ideal for consolidating retirement savings

4

Extended Care and Terminal Illness Waivers provide access to up to $250,000 if you need funds for qualified healthcare situations

Surrender Schedule

Yr 1

8.5%

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

Best For

Retirees and pre-retirees who want predictable, guaranteed interest income and are rolling over retirement plan assets while maintaining some liquidity and access for long-term care needs.

Consider Alternatives If

Investors seeking growth above guaranteed rates, those who may need full access to funds in the short term, or anyone under age 59½ who may face IRS penalties on non-RMD withdrawals.

Carrier Ratings

A.M. BestA-

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