Fixed Indexed Annuity

MNL RetireVantage 10

Midland National

9%

Best Cap

10%

Free W/D

50

States

A flexible premium fixed index annuity that offers tax-deferred growth potential through multiple index strategies, guaranteed income for life, and flexibility to access funds when needed during retirement.

Free Withdrawal

10%/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--145%--
Nasdaq-100 Volatility Control 12% Index2-Year--85%--
Nasdaq-100 Volatility Control 12% IndexAnnual--60%--
S&P 500 Dynamic Intraday TCA Index (USD) ER2-Year--75%--
S&P 500 Dynamic Intraday TCA Index (USD) ERAnnual--50%--
S&P 500 Index2-Year--45%--
S&P 500 IndexAnnual9%100%--
S&P 500 IndexMonthly2.2%100%--
S&P MARC 5% Excess Return2-Year--185%--
S&P MARC 5% Excess ReturnAnnual--185%--
Fixed AccountDaily----3.4%

Key Features

Multiple Index Strategies

S&P 500, Nasdaq-100, Fidelity Multifactor Yield Index and others

Choose from Annual Point-to-Point, Monthly Point-to-Point, Two-Year Point-to-Point, or Annual Inverse Performance Trigger crediting methods with various indices including S&P 500, S&P MARC 5% ER, and volatility-controlled options.

Enhanced Crediting Methods

Higher growth potential for a set fee

Unlock greater upside potential by paying a guaranteed strategy charge deducted annually from your account.

Penalty-Free Withdrawals

10% annual penalty-free access

Access up to 10% of your accumulation value each year without surrender charges or market value adjustments starting in year one.

Nursing Home Confinement Waiver

Automatic inclusion, no additional charge

After year one, withdraw up to 10% of accumulation value penalty-free if confined to a qualified nursing care center.

Accumulation Value True-Up

Premium protection built-in

If interest credited is less than total strategy charges over the surrender charge period, receive a one-time refund of the difference.

Tax-Deferred Growth

Tax deferral until withdrawal

Your account value grows without annual tax liability, allowing more funds to compound over time.

Lifetime Income Options

Multiple payout structures available

Convert your accumulation value to guaranteed lifetime income with choices including life-only, period certain, and joint survivor options.

Death Benefit

100% of accumulated value or minimum guarantee

Your beneficiary receives either the full accumulation value or minimum surrender value (whichever is greater) as a lump sum or income payments.

Reset Feature

Gains protected, new starting point each term

Annual and two-year resets lock in interest credits and reset your index starting point, protecting gains from market downturns.

Market Value Adjustment

State variations apply

Your surrender value may increase or decrease based on external index rate changes since purchase, applied only during surrender charge period.

Highlights

1

Multiple index strategies with enhanced crediting methods for greater growth potential

2

Penalty-free withdrawals of up to 10% annually plus nursing home confinement waiver

3

Tax-deferred growth with lifetime income options and full death benefit to beneficiaries

4

Flexible premium ($20,000 minimum) available at ages 0-79 for qualified and non-qualified accounts

5

Accumulation value protection through AV true-up if strategy charges exceed interest credits

Surrender Schedule

Yr 1

10%

Yr 2

10%

Yr 3

9%

Yr 4

9%

Yr 5

8%

Yr 6

8%

Yr 7

7%

Yr 8

6%

Yr 9

4%

Yr 10

2%

After

0%

Nursing home waiver, RMD waiver

Best For

Individuals seeking long-term retirement income with tax deferral who want market-linked growth potential combined with downside protection and the flexibility to access funds if needed.

Consider Alternatives If

Investors needing immediate access to principal, those in low tax brackets where tax deferral provides minimal benefit, or those uncomfortable with index-linked returns and surrender charges.

Carrier Ratings

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

Free Comparison Report

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See year-by-year projections for your specific age, premium, and income goals.

Related Resources