Fixed Indexed Annuity

Pathway Choice

Corebridge Financial

10%

Free W/D

49

States

A fixed annuity that provides guaranteed interest earnings, tax-deferred growth, and protected retirement income for individuals seeking stability and predictable cash flow without stock market risk.

Free Withdrawal

10%/yr

Available In

49 states

Min Premium

$25,000

Surrender

7 years

Key Features

Guaranteed Interest Rate

Multiple rate periods available; minimum guaranteed rate specified in contract

Fixed rate of interest locked in for your chosen period (3, 4, 5, or 7 years), with guaranteed minimum rate thereafter

Tax-Deferred Growth

Can result in significantly higher values over 20+ years compared to taxable accounts

Interest earnings are not taxed until you withdraw money, allowing more money to stay in the account and compound

Penalty-Free Withdrawals

10% annual limit on penalty-free withdrawals

After the first contract year, withdraw up to 10% of the previous anniversary contract value annually without surrender charges

Flexible Income Options

Income can begin as early as 3 years after contract issue

Convert your contract value into guaranteed lifetime income payments through annuitization, with options including life annuity, joint and survivor, or fixed period

Minimum Purchase

$25,000 minimum single premium

Accessible entry point for qualified and nonqualified annuities

Issue Ages

Ages 18-85 (7-year) or 18-90 (3, 4, 5-year options)

Wide age range for eligibility depending on rate guarantee period chosen

Death Benefit

Protects heirs if you pass away

Beneficiaries receive the greater of contract value or minimum withdrawal value

Withdrawal Charge Waivers

Extended Care waiver terminates at age 86; Terminal Illness allows one partial or full withdrawal

Waive surrender charges if you qualify for extended care (90+ consecutive days) or are diagnosed with terminal illness after contract date

Highlights

1

Guaranteed fixed interest rate that compounds tax-deferred, helping your money grow faster than taxable accounts

2

Protection from stock market volatility with no market participation or downside risk

3

Flexible access to your money with penalty-free withdrawals up to 10% annually after the first year

4

Multiple income options at retirement, including lifetime guaranteed payments and joint survivor benefits

5

Choice of 3, 4, 5, or 7-year interest rate guarantee periods to match your retirement timeline

Surrender Schedule

Yr 1

7%

Yr 2

7%

Yr 3

7%

Yr 4

6%

Yr 5

5%

Yr 6

4%

Yr 7

3%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

Retirees and near-retirees seeking guaranteed income, principal protection from market downturns, and tax-deferred growth without stock market risk.

Consider Alternatives If

Investors who need immediate access to all their funds without penalties, those requiring high liquidity, or individuals with a short time horizon (less than 3 years).

Carrier Ratings

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

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