Fixed Indexed Annuity

Ultra-Premier

United Life Insurance Company

10%

Free W/D

49

States

The Ultra-Premier Single Premium Deferred Annuity is a safe, fixed-rate investment option that guarantees your interest rate for either 5 or 7 years, offering tax-deferred growth without market risk. It's designed for people nearing or in retirement who want to protect assets from stock market downturns.

Free Withdrawal

10%/yr

Available In

49 states

Min Premium

$25,000

Surrender

7 years

Key Features

Guaranteed Interest Rate

5-year or 7-year options available

Your interest rate is locked in and guaranteed for your chosen period with no market fluctuation.

Tax-Deferred Growth

No annual tax burden

Your money grows without federal income tax liability until you begin receiving annuity payments.

No Fees

100% of investment grows

All your money works for you; there are no sales or administrative fees charged.

Penalty-Free Withdrawals

10% annual free withdrawal

You can withdraw up to 10% of your account value each year without surrender charges.

Emergency Access

7 qualifying life events

You have free access to your full account value if qualifying life events occur, including hospitalization, disability, terminal illness, unemployment, or death of spouse/dependent.

Probate Avoidance

Immediate beneficiary payout

Your beneficiary immediately receives all account funds upon your death, bypassing costly probate delays.

30-Day Free Look

30-day cancellation period

You can cancel the policy within 30 days of purchase with no penalties and receive your full initial payment back.

Highlights

1

Competitive guaranteed interest rates locked in for 5 or 7 years with no market risk

2

Tax-deferred growth—you don't pay taxes until you start receiving annuity payments

3

No sales or administrative fees; your entire investment works for you

4

Free emergency access to funds for life events like hospitalization, disability, or terminal illness

5

10% penalty-free annual withdrawal option plus immediate beneficiary payout to avoid probate

Surrender Schedule

Yr 1

9%

Yr 2

9%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

After

0%

Damage to residence, Death of a spouse or minor dependant, Disability waiver, Nursing home waiver, Terminal illness waiver, Transplant surgery, Unemployment waiver

Best For

Retirees or near-retirees who want to protect a portion of their assets from market volatility and generate guaranteed, tax-deferred income.

Consider Alternatives If

Investors who need immediate access to all their funds or who are seeking growth that outpaces inflation, or those under age 59½ who may face early withdrawal penalties.

Carrier Ratings

A.M. BestA+
Moody'sA1
Standard & Poor'sAA-

Free Comparison Report

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

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