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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