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Hot Index Annuities

Indexed Annuity Hot Sheet
This spreadsheet is intended for use as a guide. See company literature for details.
Fixed Index Annuities 7/29/2020
Accumulation Plays
Carrier Product AM Best Years Top Crediting Strategy Crediting Type Max Issue Age Comp *
American General Power 7 or 10
Protector
A 7 or 10 PIMCO Global Optima Index Uncapped with up to 45%
participation
85 or 75 4.50% or
7.00%
Great American American Legend 7 A 7 S&P 500 Average Daily Risk Control 10% Uncapped with up to 50%
participation
85 4.75%
Great American Landmark 5 A 5 S&P 500 Average Daily Risk Control 10% Uncapped with up to 45%
participation
89 3.75%
Athene Performance Elite
7, 10 or 15
A 7, 10 or 15 2 year S&P 500 Average Daily Risk Control Uncapped with 1.75%
spread
83, 78 or 73 5.00%,
6.50% or
6.50%
Income Plays – income sooner
Carrier Product AM Best Years Income Rider Bonus Roll-up Max Issue Age Comp *
American General Assured Edge
Income Achiever
(exclusive contract)
A 10 Assured Edge Income Builder GLWB N/A 5.80% 80 4.50%
Protective Life Guaranteed Income
Index Annuity
A+ 10 Guaranteed Income Index Benefit
(Level Income)
N/A 4.00% 79 7.00%
Income Plays – income later
Carrier Product AM Best Years Income Rider / Crediting Strategy Income Value Bonus Income Value Crediting Max Issue Age Comp *
American National Strategy Index Annuity Plus 7/Plus 10 A 7 or 10 Lifetime Income Rider with Fixed Rate 0% 7.2% Rollup 80 5% – 7 year 7% – 10 year
Protective Life Guaranteed Income
Index Annuity
A+ 10 Guaranteed Income Index Benefit
(Level Income)
n/a 4.00% 79 7.00%
Wealth Transfer Plays
Carrier Product AM Best Years Death Benefit Roll-up Roll-up Period Max Issue Age Comp *
Symetra Edge Pro 7 A 7 Enhanced Death Benefit Rider **
(available to age 75) 0.90% rider cost
7% Simple 10 years 85 4.50%
** Enhanced Death Benefit becomes available immediately
Sagicor Sagicor Wealth Care A- 10 Simplified issue, ROP, guaranteed death benefit, Chronic Illness
Rider, tax-free transfer of wealth
85 11.00%
LTC Play – hybrid policy
Carrier Product AM Best Years LTC Benefit Max Issue Age Comp *
State Life / One America Annuity Care II A+ 9 LTC Account Value + Continuation of Benefits combine to provide
tax-free LTC benefit payments
(call for sample hypothetical illustration)
40-80 6.50%
Please call for state availability
*Commissions reduce at higher ages

Annuity Team