Fixed Indexed Annuity

Palladium Match MYG

North American Company

10%

Free W/D

53

States

A single-premium fixed deferred annuity that locks in guaranteed interest rates for 3-10 years and compounds daily, ideal for investors seeking stable, predictable growth with tax deferral and flexible access options.

Free Withdrawal

10%/yr

Available In

53 states

Min Premium

$5,000

Surrender

7 years

Key Features

Guarantee Periods

3, 5, 6, 7, or 10 years

Choose how long your interest rate is guaranteed: 3, 5, 6, 7, or 10 years

Fixed Interest Rate

Declared at issue; minimum guaranteed rate for all contract years

Earn a guaranteed interest rate that is locked in at issue and does not fluctuate during the guarantee period

Daily Compounding

Daily compounding

Interest compounds daily on a 365-day year, maximizing growth on both principal and accumulated interest

Tax-Deferred Growth

Tax-deferred until withdrawal

Earnings are not taxed until you withdraw them, allowing your full balance to compound without annual tax drag

Rate Enhancements

Starts at $100,000

Larger premiums receive higher crediting rates during the initial guarantee period

Surrender Charge Schedule

8% Year 1-2, declining to 0% Year 11+

Declining surrender charges if you withdraw early, with 0% charge after year 10 (year 11 onward)

30-Day Penalty-Free Window

End of guarantee period

At the end of your guarantee period, withdraw all funds without surrender charges or market value adjustments

Health-Related Waivers

Not available in all states

Terminal Illness, Confinement, and Disability waivers allow penalty-free access to funds during hardship

Minimum Single Premium

$5,000

The minimum amount you must invest to open a contract

Issue Ages

0-90

The age range for both annuitant and contract owner

Highlights

1

Fixed interest rates guaranteed for 3, 5, 6, 7, or 10 years with tax-deferred growth on your entire balance

2

Higher rates for larger premiums starting at $100,000, rewarding bigger investments

3

Penalty-free access to funds at the end of your guarantee period with a 30-day withdrawal window

4

Health-related waivers (Terminal Illness, Confinement, Disability) provide emergency access without surrender charges

5

Death benefit passes to beneficiaries free of surrender charges, bypassing probate

Surrender Schedule

Yr 1

8%

Yr 2

8%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

After

0%

Disability waiver, Nursing home waiver, Terminal illness waiver

Best For

Conservative investors seeking predictable, guaranteed growth over a defined period with tax deferral and the option to access their money penalty-free when the guarantee period ends.

Consider Alternatives If

Investors who need immediate access to funds or who may need to withdraw before the end of the guarantee period without incurring surrender charges.

Carrier Ratings

A.M. BestA
FitchA
Standard & Poor'sA

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