Fixed Indexed Annuity

Pathway Choice Prime NY

Corebridge Financial

10%

Free W/D

A fixed annuity designed for retirement savers who want guaranteed income growth without stock market exposure. It combines protection, tax deferral, and flexible access to funds.

Free Withdrawal

10%/yr

Available In

1 states

Min Premium

$25,000

Surrender

7 years

Key Features

Guaranteed Interest Rate

3 to 7 year options available

Fixed rate guaranteed for initial period (3, 4, 5, or 7 years) with annual rate declarations thereafter, never below the minimum specified in contract

Tax-Deferred Growth

No current tax on earnings

Interest and earnings are not subject to current federal income taxes until withdrawn, allowing money to compound at a faster rate

Penalty-Free Withdrawals

10% annual free withdrawal

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

Withdrawal Charges

3-year: 7%, 4-year: 7-6%, 5-year: 7-5%, 7-year: 7-3%

Excess withdrawals beyond the 10% annual allowance are subject to surrender charges that decline over time

Market Value Adjustment

Applied to excess withdrawals

Withdrawal amounts may increase or decrease based on current interest rate environment, except for free withdrawals, RMDs, and death claims

Annuitization Options

Earliest 3 years after issue date

Convert contract value to guaranteed income payments with choices including lifetime payments, joint and survivor options, or fixed payment periods

Minimum Premium

$25,000 minimum

Single premium purchase requirement for qualified and nonqualified annuities

Issue Ages

18-85 for 7-year option; 18-90 for 3, 4, 5-year options

Available to a wide range of ages depending on selected term length

Death Benefit

Greater of Contract Value or Minimum Withdrawal Value

Beneficiaries receive the greater of current contract value or minimum withdrawal value

Withdrawal Charge Waivers

Extended care and terminal illness waivers

Extended care waiver available after 90 consecutive days of care; terminal illness waiver permits withdrawal upon diagnosis

Highlights

1

Guaranteed fixed interest rate for 3, 4, 5, or 7 years with no stock market risk

2

Tax-deferred growth allows earnings to compound faster than taxable accounts

3

Penalty-free withdrawals of up to 10% annually after the first contract year for flexibility

4

Multiple income options including lifetime payments when you're ready to retire

5

Death benefit protection passes the greater of contract value or minimum withdrawal value to beneficiaries

Surrender Schedule

Yr 1

9%

Yr 2

8%

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 pre-retirees who want guaranteed income growth, market protection, and tax deferral without stock market risk, especially those who value flexibility and may need access to their funds.

Consider Alternatives If

Investors who expect high growth returns, need immediate access to all their money without charges, or require significant liquidity in the short term.

Carrier Ratings

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

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