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Fixed-Indexed Annuity Common Questions

How do the annuity funds grow?

The return for FIA funds is tied to the performance of a stock market index (e.g., S&P 500, NASDAQ, etc.). The principal is protected against loss, but there is potential for gain depending on the index performance. FIA funds typically have rate floors and caps, meaning that the growth will rise and fall within certain parameters.

What is the reset period?

This is the amount of time the specific product uses to lock in gains and reset to the new starting point in the index. This time varies from product to product.

What is the surrender period?

This is how long the product will have early withdrawal charges. If this period does not match the time period of the claimant’s structure, the product should not be used. Surrender charges do not apply when using an income rider.

What is the advantage to a FIA?

The FIA provides guarantee of principal and market-indexed gains based on a strategy unique to each indexed annuity.

Where are the assets funding the FIA held?

Upon receipt of the funding amount, the assignment company immediately sends funds via wire transfer to the insurance company in the United States to purchase the annuity contract.

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