First Quarter Top Annuity Contract Options

First Quarter Top Annuity Contract Options

Here are the top fixed and index annuity contracts we are seeing the most success with for the initial quarter of 2017:

Index Annuities:

Top 5 Year Contract:

  • S&P500 annual point to point with 5.75% cap
  • BNP Paribas Index with no cap, no spread and 135% participation rate
  • Fixed account at 2.45%

Top 7 Year Contract Option 1:

  • S&P 500 5% daily risk control annual point to point with no cap, 100% participation rate with spread of 1.20%
  • Fixed account at 4% guarantee

Top 7 Year Contract Option 2:

  • Merrill Lynch Strategic Balance Index with no cap 100% participation rate with 0.60% spread

Top 10 Year Contract:

  • Merrill Lynch Strategic Balance Index with no cap 100% participation rate with 0.40% spread

Fixed Annuity Yields:

  • 3 years – 2.10%
  • 4 years – 2.60%
  • 5 years – 3.20%
  • 6 years – 3.27%
  • 7 years – 3.39%

With caps higher than they’ve been in 5 years and fixed rates that beat the bank, we have the tools you need to solidify your clients’ futures. Contact your Annuity Associate today for complete details and state availability.