Fixed Indexed Annuity

MNL Endeavor 8

Midland National

2.2%

Best Cap

10%

Free W/D

50

States

A fixed index annuity that lets you participate in stock market gains while guaranteeing your principal never decreases due to market losses. Designed for people who want growth potential without the risk of losing money in down markets.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$20,000

Surrender

8 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Fidelity Multifactor Yield Index 5% ER2-Year--170%--
Fidelity Multifactor Yield Index 5% ERAnnual--100%--
Nasdaq-100 IndexMonthly2.2%100%--
S&P 500 IndexAnnual8%100%--
S&P 500 IndexDaily--100%--
S&P 500 IndexMonthly2.05%100%--
S&P 500 Low Volatility Daily Risk Control 5% USD Total Return IndexAnnual5.5%100%--
S&P 500 Low Volatility Daily Risk Control 8% USD Total Return Index2-Year--100%--
S&P MARC 5% Excess Return2-Year--175%--
S&P MARC 5% Excess ReturnAnnual--140%--
Fixed AccountDaily----3%

Key Features

Downside Protection

0% floor on interest credits

Your premium will never decrease due to market downturns. In years when the market goes down, you earn zero percent interest, not a loss.

Index Crediting Methods

6 crediting method options

Choose how your interest is calculated—monthly or annual point-to-point, margin-based, threshold participation, or inverse performance trigger strategies.

Index Variety

9 index options available

Allocate your premium across multiple market indexes including S&P 500, Russell 2000, Nasdaq-100, international indexes, and risk-managed indexes.

Annual Reset Feature

Guaranteed annually

Interest credits are locked in on each contract anniversary and added to your accumulation value, enabling compound growth and minimizing impact of severe market downturns.

Tax Deferral

Tax-deferred under current law

Your money grows without owing taxes until you withdraw it, allowing more growth potential over time.

Penalty-Free Withdrawals

10% annual access

After the first contract anniversary, withdraw up to 10% of accumulation value each year without surrender charges or market value adjustments.

Nursing Home Waiver

Not available in all states

If you're 75 or under at issue and need a qualified nursing home stay of 90+ consecutive days, your penalty-free withdrawal amount increases to 10% yearly.

Flexible Payout Options

Multiple annuity payout choices

At any time after the first contract year, choose from income for a specified period, life income with period certain, joint and survivor options, and more.

Death Benefit

Passes to beneficiaries

Your beneficiaries receive the remaining accumulation value in a lump sum or installments, potentially avoiding probate delays and costs.

Flexible Premium

$10K minimum non-qualified

Start with a minimum deposit ($10,000 non-qualified, $2,000 qualified) and add more premiums later. Subsequent premiums initially earn fixed rates.

Highlights

1

Your money grows with market upside potential through index-linked crediting methods, but your principal is protected from market downturns

2

Lock in interest credits each year on your contract anniversary—once earned, they can't be taken away by negative market performance

3

Tax-deferred growth means more of your money works for you until you need it

4

Flexible withdrawal options including penalty-free access to 10% annually after the first year

5

Multiple index strategies and crediting methods let you customize your approach to match your risk tolerance

Surrender Schedule

Yr 1

10%

Yr 2

10%

Yr 3

10%

Yr 4

10%

Yr 5

9%

Yr 6

8%

Yr 7

5%

Yr 8

3%

After

0%

Nursing home waiver, RMD waiver

Best For

Retirees and near-retirees who want market-linked growth with principal protection, prefer tax-deferred savings, and can commit to keeping money invested for at least several years.

Consider Alternatives If

Those who need immediate access to their full investment without penalties or who need actively managed stock market exposure with full upside potential uncapped by rates or margins.

Carrier Ratings

A.M. BestA+
FitchA+
Standard & Poor'sA+

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