Fixed Indexed Annuity

Power Index 5 NY

Corebridge Financial

7.75%

Best Cap

10%

Free W/D

A fixed index annuity designed to grow your retirement savings and provide guaranteed lifetime income that can increase with market returns. Best for people age 50+ seeking income security without market risk.

Free Withdrawal

10%/yr

Available In

1 states

Min Premium

$25,000

Surrender

5 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
MSCI EAFE IndexAnnual7.75%100%--
Nasdaq-100 IndexAnnual7.75%100%--
Russell 2000 IndexAnnual7.75%100%--
S&P 500 IndexAnnual7.5%100%--

Key Features

Income Multiplier

2x before, 1x after activation

Annual Income Credits equal 200% of interest earned before activation, then 100% after you begin withdrawals

Guaranteed Withdrawal Rate

Up to 7.80% annually for life

Maximum annual withdrawal percentage based on age at activation, ranging from 5.65% to 7.80% for single life

Principal Protection

0% floor, index-linked upside

Your principal is protected against market downturns while you earn interest based on index performance

Coverage Flexibility

Adjustable at activation or life events

Change between single or joint life coverage, add/remove beneficiaries, and take pre-activation withdrawals without losing benefits

Enhanced Income Benefit

200% single / 150% joint life

If confined to a qualified facility for 90+ days, increase withdrawals up to 200% for up to 5 years

Highlights

1

Double your interest earned before taking income, then match it after withdrawals begin for maximum lifetime income

2

Guaranteed lifetime income with up to 7.80% annual withdrawals that can increase based on market performance

3

Flexible coverage options—change from single to joint life, take pre-activation withdrawals, and adjust plans as life changes

4

Enhanced income benefit (up to 200% for assisted living) automatically included with no additional fee

5

Principal protected from market downturns while maintaining upside growth potential

Surrender Schedule

Yr 1

8%

Yr 2

7%

Yr 3

6%

Yr 4

5%

Yr 5

4%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

Individuals age 50 and older seeking guaranteed lifetime income protection combined with market growth potential and the flexibility to adjust coverage as life circumstances change.

Consider Alternatives If

People who need immediate access to their full principal without fees, or those seeking to maximize short-term gains without protection from market downturns.

Carrier Ratings

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

Free Comparison Report

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See year-by-year projections for your specific age, premium, and income goals.

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