PIMCO Tactical Balanced ER Index
Jason Caudill, MBA
October 16, 2022
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Annuity Reviews
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Table of Contents
An Unbiased Allianz 222 Review
Jason Caudill, MBA
September 15, 2022
Allianz Core Income 7 Review
Jason Caudill, MBA
June 8, 2022
Bloomberg US Dynamic Balance Index II
Jason Caudill, MBA
October 15, 2022
Allianz Benefit Control Annuity Review
Jason Caudill, MBA
September 4, 2022
Nasdaq FC Index (BOFANFCC) | In Athene Annuities
Jason Caudill, MBA
November 8, 2022
Athene Ascent Pro 10 Review
Jason Caudill, MBA
October 31, 2022
Athene AccuMax Review
Jason Caudill, MBA
November 16, 2022
BNPIMAD5 Index: A Multi Asset Diversified Index by BNP Paribas
Jason Caudill, MBA
November 9, 2022
Unbiased Athene Agility 10 Review
Jason Caudill, MBA
September 5, 2022
Athene Amplify Annuity Review
Jason Caudill, MBA
September 4, 2022
Athene Performance Elite 7 Review
Jason Caudill, MBA
February 18, 2022
Fixed Index Annuity Gets Artificial Brain | AiPex Index
Jason Caudill, MBA
May 18, 2022
Lincoln Annuity Reviews
Lincoln OptiBlend 5 Review
Jason Caudill, MBA
July 2, 2020
SILAC Denali 14 Review
December 11, 2021
SILAC Teton 7 Annuity Review | Up to 7.28%
February 11, 2022
SILAC Teton 10 Annuity Review
February 11, 2022
SILAC Secure Savings Elite 5 Year Fixed Annuity
February 11, 2022
SILAC Insurance Ratings & Review
May 31, 2022
Nationwide Annuity Reviews
Nationwide Secure Growth 5
September 30, 2022
Unbiased Nationwide Peak 10 Review [Feb. 2022]
June 12, 2021
Gainbridge Annuity Reviews
Unbiased Gainbridge Annuity Review
October 12, 2020
American Equity Annuity Reviews
Unbiased American Equity AssetShield Review
November 18, 2022
North American Annuity Reviews
Featured Fixed Index Annuity Companies & Products
Athene Life and Annuity Company
Athene Annuity & Life Insurance Company is a leading provider of products in the retirement savings market. It is one of the industry’s fastest-growing writers of fixed indexed annuities.
The vision for their retail business is to be the fixed annuity market leader with a strong capital base and efficient operating model. They offer a strong portfolio of fixed annuity products designed to meet consumers’ accumulation and retirement income needs.
Athene Annuity & Life Company was founded in 1896 and are domiciled in Iowa. As of June, 2020 they had just over $65 Billion in assets and are rated A with AM Best. Visit our Athene Financial Profile page for more detailed rating information.
Athene Protector 7 Index Annuity Specifications
Surrender Charge Schedule (CDSC):
7 Years: 9,8,7,6,5,3.9, 2.7%.
Maximum Issue Age: 83
Minimum Premium: $10,000
Maximum Premium: $1,000,000
Waivers: Return Of Premium (for a fee of 40 basis points) , Terminal Illness Waiver, Confinement Waiver
Free Withdrawals: 10% Annually Beginning Year 1
Payment Type: Single Premium
Death Benefit: Full Account Value
Not available in: NY PR VI
RMD Friendly: Yes
ROP (Return of Premium): Cost 40 basis points
Global Atlantic Financial Group
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help consumers address financial challenges with confidence. A variety of options are available to help individuals customize a strategy to fulfill their accumulation, income, protection, wealth transfer, and end-of-life needs.
Annuities are issued by Forethought Life Insurance Company or Commonwealth Annuity and Life Insurance Company. Global Atlantic Financial Group is the marketing name for Global Atlantic Financial Group Limited and its subsidiaries, which include Forethought Life Insurance Company. Each subsidiary is responsible for its own financial and contractual obligations.
Global Atlantic Choice Income II with Income Multiplier Benefit Specs
Surrender Charge Schedule (CDSC):
7 Years: 9, 8,7,6,5,4,3,,0
Maximum Issue Age: 85
Minimum Premium: $25,000
Maximum Premium: $1,000,000
Waivers: Terminal Illness Waiver, Nursing Home, Market Value Adjustment
Free Withdrawals: 10% Annually Beginning Year 1
Payment Type: Single Premium
Death Benefit: Full Account Value
Not available in: NY PR VI
RMD Friendly: Yes
Global Atlantic Choice Income II Interest Rates as of June 14, 2020 *Rates are for $100,000 or more
- 1 Year Russell 2000 Point to Point with Cap 3.50%
- 1 Year MSCI EAFE Point to Point with Cap – 3.50%
- 1 Year PIMCO Balanced Point to Point with Participation Rate – 85%
- 1 Year S&P 500 Point to Point with Cap – 3.25%
- 2 Year BlackRock Diversa Volatility Control w/ Spread – 2%
- 2 Year Franklin US Point to Point with Spread – 2.00%
American General Life Insurance Co. (AIG) Profile
American General Life Insurance Company is part of American International Group (AIG), a multinational finance and insurance corporation with operations in more than 80 countries and jurisdictions.
AIG was founded in 1960 and is domiciled in Texas. As of May 15, 2020, they had just over $192 Billion in assets and are rated A with AM Best.
AIG Power Protector 7 Index Annuity Specs
Surrender Charge Schedule (CDSC):
7 Years: 8,7,6,5,4,3,2
Maximum Issue Age: 83
Minimum Premium: $2,500
Maximum Premium: $1,000,000
Waivers: Annuitization Waiver , Extended Care Rider, Terminal Illness Waiver, Activities Daily Living, Market Value Adjustment
Free Withdrawals: 10% Annually Beginning Year 2
Payment Type: Single Premium
Death Benefit: Full Account Value
Not available in: NY PR VI
RMD Friendly: Yes
AIG Protector 7 Interest Rates as of August 13, 2020 *Rates are for $100,000 or more
- 1 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate: 80%
- 1 Year Merrill Lynch Strategic Balanced Index (MLSB) Annual Point to Point with Participation Rate: 80%
- 1 Year MSCI EAFE Annual Point to Point: 3.60%
- 1 Year PIMCO Global Optima Index Annual Point to Point with Participation: 45%
- 1 Year Russell 2000 Annual Point to Point: 3.50%
- 1 year S&P 500 Annual Point to Point: 4.40%
- 1 Year S&P 500 Annual Point to Point with Participation: 20%
- 2 Year AQR DynamiQ Allocation Index Point-to-Point Participation Rate with Spread: 2% Spread, 135% Participation
- 1 Year Declared Rate: 1.50%
American General (AIG) Annuities
American Pathway VisionMYG 10
American Pathway VisionMYG 4
American Pathway VisionMYG 5
American Pathway VisionMYG 6
American Pathway VisionMYG 7
American Pathway Fixed Annuity – Available as 5, 7 and 10 year products
American Pathway Fixed Annuity (with ROP) – Available as 5, 7 and 10 year products
- Power 5 Protector
- Power 7 Protector
- Power 10 Protector
- Power 5 Protector Plus Income
- Power 7 Protector Plus Income
- Power 10 Protector Plus Income
- Power Select Builder 8
- Power Select Plus Income Multiplier
- Power Select Builder
- Power Select Plus Income
Great American Life Insurance
Great American Life Insurance Company has been wholly or majority-owned by American Financial Group since 1973. The company is licensed in 49 states and the District of Columbia. It primarily writes both qualified and non-qualified fixed annuity products. In 2006, Great American introduced fixed-indexed annuities and has ranked as a top provider of these retirement products ever since.
Great American Life Insurance Company was founded in 1961 and is A-Rated with AM Best and as of June 2020 they had $35.8 Billion in assets. More in-depth information can be found on the Great American Financial Profile page.
Great American Legend 7 Index Annuity Specs
Surrender Charge Schedule (CDSC):
7 Years: 9%, 8%, 7%, 6%, 5%, 4%, 3%
Maximum Issue Age: 85
Minimum Premium: $10,000
Maximum Premium: $1,000,000
Waivers: Nursing home, Terminal illness Unemployment
Free Withdrawals: 10% Annually Beginning Year 1
Payment Type: Single Premium
Death Benefit: Full Account Value
Not available in: AK CA PA UT
RMD Friendly: Yes
Great American Legend 7 Interest Rates as of June 11, 2020
Great American increased annuity rates effective August 7th, 2020. Read the announcement to view their updated fixed index annuity rates.
- iShares U.S. Real Estate Annual Point to Point: 4.75% Cap
- S&P 500 Annual point to point: 4.15% Cap
- SPDR Gold Index Annual Point to Point: 5.00% Cap
- S&P 500 Risk Controlled Index Annual Point to Point: 50% Participation
- Declared Rate: 1.70%
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