Single Premium Deferred Annuity

Tax-deferred interest based on a single lump-sum deposit

Make a smart move now with a tax-advantaged fixed annuity. After a one-time lump-sum deposit of $10,000 to $5,000,000, you earn tax-deferred interest for a 5, 7, or 10-year lock-in period. A 1% premium bonus is added to any deposit with a 7 or 10-year lock. Plus, you can make penalty-free withdrawals each contract year.

  • Guaranteed interest rate – You lock in your rate for the length of time you choose
  • Up to 10% annual risk-free withdrawals – Flexibility to access a portion of your deposit and earnings if needed
  • Free Look Period – You can take up to 30 days to confirm that this annuity is right for you

The Single Premium Deferred Annuity is ideal for those looking for a simple and secure way to grow their savings with tax-deferred interest.

*Deposits will be limited to a maximum of $5,000,000 in total contributions per household.

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Annuities Basic Training

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