Fixed Indexed Annuity
Summit Discovery 7
National Life Group
7.5%
Best Cap
5%
Free W/D
50
States
Free Withdrawal
5%/yr
Available In
50 states
Min Premium
$50,000
Surrender
7 years
Current Rates & Strategies
| Index | Crediting | Cap | Participation | Fixed |
|---|---|---|---|---|
| Fidelity Multifactor Yield Index 5% ER | 2-Year | -- | 185% | -- |
| Fidelity Multifactor Yield Index 5% ER | Annual | -- | 145% | -- |
| S&P 500 Index | Annual | 7.5% | 100% | -- |
| S&P 500 Index | Daily | -- | 100% | -- |
| S&P 500 Index | Monthly | 2.5% | 100% | -- |
| S&P 500 Low Volatility Daily Risk Control 5% USD Total Return Index | 2-Year | -- | 100% | -- |
| S&P 500 Low Volatility Daily Risk Control 5% USD Total Return Index | Annual | -- | 100% | -- |
| S&P MARC 5% Excess Return | 2-Year | -- | 190% | -- |
| S&P MARC 5% Excess Return | Annual | -- | 125% | -- |
| Fixed Account | Daily | -- | -- | 3.5% |
Surrender Schedule
Yr 1
10%
Yr 2
9%
Yr 3
8%
Yr 4
7%
Yr 5
6%
Yr 6
4.5%
Yr 7
3%
After
0%
Nursing home waiver, RMD waiver
Carrier Ratings
A.M. BestA+
FitchA+
Standard & Poor'sA+
Free Comparison Report
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