Equity Indexed Annuities - Pennsylvania Residents Only

Equity Indexed Annuities are financial products that let you participate in a portion of the gains of the market, but still provide a floor so that your principal is guaranteed.

Some provide an immediate premium bonus of up to 10% of your initial principal.

Many reset the value of your annuity annually or benefit from a high water mark. Each company has different factors for establishing how index linked gains are calculated. Such factors include participation rates, spreads, margins asset fees, and interest rate caps.

*The provisions for providing principal guarantees require the holder to remain invested for the full term as detailed in the policy. Investors may loose principal in the event of premature surrender. The guarantees provided are based on the claims paying ability of the insurer.

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