Fixed Interest Deferred Annuity with guarantees
For clients who want to grow their investment for a period of time with capital protection and who then want to take a guaranteed income from the plan or invest in another product to provide income.
Highlights Include
- Three crediting strategies in the Accumulation phase all with 0% floor:
- Guaranteed rate
- S&P500 Linked with a 10% pa Cap
- S&P500 Linked with 47% Participation
- 5% free of charge withdrawals in the initial period
- Five Income Options:
- Four different Annuity Options
- Cash
- In trust enabling easy addition of beneficiaries
- Puerto Rico provider domicile free from CRS reporting
- Security of a 170 year old US Life Insurer whose subsidiary issues the policy
- Product can continue after the death of the life assured
- Available to residents in the majority of countries worldwide
- Available to ages 0-85 at inception
S&P500 Linked Guarantees
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