Fixed Indexed Annuity

MNL IncomeVantage Pro

Midland National

7%

Best Cap

5%

Free W/D

50

States

A fixed index annuity designed for people aged 40-79 seeking reliable income growth tied to market indices without downside risk, while maintaining access to their money and leaving a legacy.

Free Withdrawal

5%/yr

Available In

50 states

Min Premium

$20,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Fidelity Multifactor Yield Index 5% ER2-Year--210%--
Fidelity Multifactor Yield Index 5% ERAnnual--190%--
Nasdaq-100 Volatility Control 12% Index2-Year--80%--
Nasdaq-100 Volatility Control 12% IndexAnnual--80%--
S&P 500 Dynamic Intraday TCA Index (USD) ER2-Year--70%--
S&P 500 Dynamic Intraday TCA Index (USD) ERAnnual--50%--
S&P 500 Index2-Year--50%--
S&P 500 IndexAnnual7%100%--
S&P 500 IndexMonthly2.25%100%--
S&P MARC 5% Excess Return2-Year--200%--
S&P MARC 5% Excess ReturnAnnual--140%--
Fixed AccountDaily----3.45%

Key Features

Lifetime Payment Amount (LPA)

3.2% to 6.3% depending on age at issue and payment structure

A guaranteed income benefit that grows by 2% of the benefit base plus 150% of accumulation value gains annually, available in increasing or level payment options

Interest Crediting Methods

9 methods available

Nine different crediting strategies to choose from, including fixed rates, annual/two-year/monthly/daily point-to-point options, and inverse performance triggers

Penalty-Free Withdrawals

Up to 5% annually beginning year 2

Ability to withdraw up to 5% of beginning-of-year accumulation value annually starting in year two, plus RMDs taken without penalty

Surrender Charge Schedule

10% declining to 0% over 11 years

Declining penalty schedule for early withdrawals beyond the 5% annual free amount, reducing from 10% in years 1-5 to 0% in year 11 and beyond

Enhanced Death Benefit

5-year payout or lump sum option

Allows beneficiaries to receive the benefit base paid out over five equal annual payments or any remaining accumulation value as a lump sum

Issue Age Range

Ages 40-79

Contract available for individuals in retirement-planning years

Minimum Premium

$20,000 single premium

Entry requirement for both qualified retirement accounts and non-qualified investments

Highlights

1

Guaranteed roll-up credit of 2% annually plus 150% of index gains protects income potential even during market downturns

2

Multiple index crediting methods including point-to-point, daily average, and inverse performance options provide flexibility

3

Lifetime payment amounts range from 3.2% to 6.3% depending on age and annuitant type, with increasing or level options

4

Penalty-free withdrawals up to 5% annually starting year two, plus RMD flexibility

5

Enhanced death benefit option allows beneficiaries to receive benefit base over five years or as lump sum

Surrender Schedule

Yr 1

10%

Yr 2

10%

Yr 3

10%

Yr 4

10%

Yr 5

10%

Yr 6

9%

Yr 7

8%

Yr 8

6%

Yr 9

4%

Yr 10

2%

After

0%

Nursing home waiver, RMD waiver

Best For

Individuals aged 40-79 seeking guaranteed lifetime income with market-linked growth, principal protection, and the flexibility to access their money without surrender penalties.

Consider Alternatives If

Investors seeking immediate liquidity, those who cannot accept a 10-year surrender period, or individuals primarily focused on aggressive growth without income guarantees.

Carrier Ratings

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

Free Comparison Report

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