Fixed Indexed Annuity
Ultra Advantage
United Heritage
10%
Free W/D
51
States
Free Withdrawal
10%/yr
Available In
51 states
Min Premium
$10,000
Surrender
10 years
Current Rates & Strategies
| Index | Crediting | Cap | Participation | Fixed |
|---|---|---|---|---|
| BofA U.S. Agility Index | Annual | -- | 165% | -- |
| S&P 500 Index | Annual | -- | 50% | -- |
| Fixed Account | Daily | -- | -- | 3.5% |
Surrender Schedule
Yr 1
9%
Yr 2
9%
Yr 3
8%
Yr 4
7%
Yr 5
6%
Yr 6
5%
Yr 7
4%
Yr 8
3%
Yr 9
2%
Yr 10
1%
After
0%
Damage to residence, Death of a spouse or minor dependant, Disability waiver, Nursing home waiver, Terminal illness waiver, Transplant surgery, Unemployment waiver
Carrier Ratings
A.M. BestA+
Moody'sA1
Standard & Poor'sAA-
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