Fixed Indexed Annuity

First Choice 4

Corebridge Financial

10%

Free W/D

52

States

A fixed annuity that locks in a guaranteed interest rate for multiple years, offers tax-deferred growth, and provides flexibility to withdraw penalty-free amounts annually. Designed for retirees and near-retirees who want income certainty without market volatility.

Free Withdrawal

10%/yr

Available In

52 states

Min Premium

$25,000

Surrender

4 years

Key Features

Interest Rate Guarantee

4, 5, 6, 7, or 10-year options

Initial interest rate is locked in and guaranteed for 4, 5, 6, 7, or 10 years depending on your choice

Minimum Withdrawal Value

87.5% guarantee

Upon full surrender or death, you receive at least 87.5% of your premium (less any prior withdrawals), regardless of interest rate environment

Penalty-Free Withdrawals

15% annually + 30-day window

After year one, withdraw up to 15% of your contract value annually without charges or market adjustments, plus a 30-day free window at the end of your guarantee period

Tax Deferral

Tax-deferred growth

Federal income taxes on interest earnings are deferred until you withdraw, allowing compound growth

No Ongoing Fees

$0 annual fees

No initial sales charge, no annual management fees, or administrative costs

Withdrawal Charges

8% to 0% over 10 years

Declining schedule from 8% in years 1-3 down to 1% in year 10, then zero after

Minimum Premium

$10,000 individual, $150,000 non-natural entities

Low entry point for individuals; higher for business entities

Highlights

1

Guaranteed interest rate locked in for 4, 5, 6, 7, or 10 years with no market risk

2

Tax-deferred growth with no annual fees or upfront sales charges

3

Penalty-free withdrawal of up to 15% annually after year one, plus a 30-day window at guarantee period end

4

Guaranteed minimum of 87.5% of premium protected even if markets decline

5

No withdrawal charges on qualifying extended care or terminal illness claims

Surrender Schedule

Yr 1

8%

Yr 2

7%

Yr 3

7%

Yr 4

6%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

Retirees and near-retirees who want guaranteed income, predictable interest rates, and tax-deferred growth with minimal fees and some access to their money without locking it away completely.

Consider Alternatives If

Investors seeking high growth potential, those who may need full access to their funds within the first 10 years, or anyone uncomfortable with declining withdrawal charges early in the contract.

Carrier Ratings

A.M. BestA
FitchA+
Moody'sA2
Standard & Poor'sA+

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