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.