Assured Edge Advisory
MYGA with GLWB from Corebridge Financial |
A (Excellent) |
Risk profile: Conserative
Income timing: Soon, less than 5 years
Income growth potential: Low |
Steady contract value growth
Market risk protection |
Steady increase in income rate when income is deferred
Income rate sheet |
0.95% of contract value |
Power Index Advisory with Lifetime Income Max
FIA with GLWB from Corebridge Financial |
A (Excellent) |
Risk profile: Moderate
Income timing: Soon, less than 5 years
Income growth potential: Moderate |
Potential contract value growth based on index performance
Reduced risk with downside protection |
10% growth of the income base each year income is deferred
Income rate sheet |
1.00% of income base |
Power Index Advisory with Lifetime Income Plus Multiplier Flex
FIA with GLWB from Corebridge Financial |
A (Excellent) |
Risk profile: Moderate
Income timing: Soon, less than 5 years
Income growth potential: Moderate |
Potential contract value growth based on index performance
Reduced risk with downside protection |
Income base growth linked to index performance
Opportunity to match or double interest earned
Income rate sheet |
1.00% of income base |
MarketProtector Advisory with IncomeAccelerator
FIA with GLWB from Jackson |
A (Excellent) |
Risk profile: Moderate
Income timing: Soon, less than 5 years
Income growth potential: Moderate |
Potential contract value growth based on index performance
Reduced risk with downside protection |
Steady growth of the income rate each year
Income rate sheet |
1.10% of contract value |
Jackson Income Assurance Advisory
FIA with GLWB from Jackson |
A (Excellent) |
Risk profile: Moderate
Income timing: Soon, less than 5 years
Income growth potential: Moderate |
Potential contract value growth based on index performance
Reduced risk with downside protection |
30% bonus added to the income base at issue
8% growth of the income base each year income is deferred
Steady growth of the age based income rate each year income is deferred, for most ages
Income rate sheet
|
1.10% of contract value |
Index Protector 7 with IncomeDefender
FIA with GLWB from MassMutual Ascend |
A++ (Superior) |
Risk profile: Moderate
Income timing: Soon, less than 5 years
Income growth potential: Moderate |
Potential contract value growth based on index performance
Reduced risk with downside protection |
8% growth of the income base each year income is deferred
Opportunity for more growth with strong index performance
Income rate sheet |
0.85% of income base |
Structured Capital Strategies® Income
RILA with GLWB from Equitable |
A (Excellent)14 |
Risk profile: Moderate to aggressive
Income timing: Later, more than 5 years
Income growth potential: High
|
High potential contract value growth based on index performance
Various levels of protection from market drawdowns |
7% growth of income base each year income is deferred
Opportunity for more growth with strong index performance
Income rate sheet |
1.50% of income base |
Jackson Market Link Pro Advisory III with +Income
RILA with GLWB from Jackson |
A (Excellent) |
Risk profile: Moderate to aggressive
Income timing: Later, more than 5 years
Income growth potential: High |
High potential contract value growth based on index performance
Various levels of protection from market drawdowns |
Growth of income rate based on age and income deferral period
Potential for income based growth linked to index performance
Income rate sheet |
1.45% of income base |
Perspective Advisory II with Income
VA with GLWB from Jackson |
A (Excellent) |
Risk profile: Aggressive
Income timing: Later, more than 5 years
Income growth potential: Very high
Other: Market participation and customization |
Very high potential for contract value growth based on wide range of investment options |
Various options to grow income base
Income rate sheet |
0.30% - 2.15% on GWB balance |
Jackson Retirement Investment Annuity with +Protect
VA with GLWB from Jackson |
A (Excellent) |
Risk profile: Aggressive
Income timing: Later, more than 5 years
Income growth potential: Very high
Other: Market participation and protected lifetime income |
Very high potential for contract value growth based on wide range of investment options |
Opportunity to grow guaranteed withdrawal balance every fifth contract anniversary
Income rate sheet |
0.35% during deferral period
0.80% during withdrawal period
|