Fixed Indexed Annuity

Platinum Assure

Americo

3%

Free W/D

49

States

A fixed-rate annuity that guarantees your principal and interest earnings for 2-7 years while allowing tax-deferred growth and limited annual penalty-free withdrawals. Ideal for conservative investors approaching retirement who want safety and predictable income.

Free Withdrawal

3%/yr

Available In

49 states

Min Premium

$25,000

Surrender

7 years

Key Features

Guarantee Period Options

6 options available

Choose between 2, 3, 4, 5, 6, or 7-year guarantee periods with locked-in interest rates

Tax-Deferred Growth

100% tax-deferred

All earnings grow without annual tax liability until withdrawal, allowing more money to compound

Penalty-Free Withdrawal

9% at year 1 (varies by guarantee period)

Withdraw a percentage of account value once per contract year without surrender charges or market adjustments

Nursing Home Waiver

Available in most states

If confined to qualified nursing home or hospital for 90+ consecutive days, access full account value without penalties

Death Benefit

100% of account value

Beneficiaries receive the full account value with no reductions or delays

Market Value Adjustment

Automatic adjustment feature

Surrender value adjusts based on interest rate changes if withdrawn during guarantee period (does not apply to penalty-free withdrawals)

Highlights

1

Guaranteed interest rate for your entire chosen guarantee period (2-7 years), with no rate fluctuation risk

2

Tax-deferred growth means more of your money compounds over time instead of going to taxes

3

Penalty-free access to a portion of your account each year, plus full access after the guarantee period ends

4

Nursing home waiver provides access to your entire account value if confined for 90+ consecutive days

5

Full account value passes to beneficiaries at death with no reduction

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

Best For

Conservative investors within 5-10 years of retirement who prioritize capital safety and guaranteed returns over growth potential, and who want predictable income with limited flexibility.

Consider Alternatives If

Investors who need frequent access to their money, expect to retire within 2 years, or require flexibility to access large sums without penalties during the guarantee period.

Carrier Ratings

A.M. BestA

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