Fixed Indexed Annuity

Orbiter Growth 7

AuguStar Financial

9.25%

Best Cap

10%

Free W/D

51

States

Orbiter Growth is a fixed indexed annuity designed for people near or in retirement who want growth potential tied to market indices without the risk of losing principal. It combines downside protection with upside participation, making it ideal for those who can't afford losses but still need their money to grow.

Free Withdrawal

10%/yr

Available In

51 states

Min Premium

$25,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Global Trailblazer IndexAnnual--140%--
S&P 500 IndexAnnual9.25%100%--
US Balanced Asset 10 IndexAnnual--82%--
US Daily Risk Managed 12 IndexAnnual--76%--
US Multi-Asset Diversified 5 IndexAnnual--178%--
US Multi-Asset Risk Managed 5 IndexAnnual--157%--
US Strategic Balanced Asset 8 IndexAnnual--101%--
Fixed AccountDaily----4.35%

Key Features

Contractual Floor

100% downside protection

Principal and credited interest cannot decrease due to market losses. If indices perform negatively, your account earns 0% for that period instead of losing value.

Premium Bonus Rider

5-10% instant boost depending on contract term

Receive an immediate bonus of 5% (7-year) or 10% (10-year) added to your initial investment, which then earns interest like your base contract.

Enhanced Guaranteed Accumulation Protection (EGAP)

112.5%-140% of initial investment guaranteed

Guarantees minimum annual simple interest growth on your premium (2.5-4% depending on term and allocation). You receive the higher of your index-earned value or the EGAP value at contract end.

Index Options with Diversification

Multiple crediting methods: participation rates, caps, triggers

Choose from 6 managed indices (Group A) with target volatility strategies or the S&P 500, plus a 1-year fixed account. Mix allocations to match your risk tolerance.

Crediting Flexibility

Varies by index and contract term

Multiple crediting methods capture index gains differently—participation rates share a percentage of gains, caps limit gains, and performance triggers lock in set rates in up markets.

Tax-Deferred Growth

+13% to +33% more growth over 10-30 years vs. taxable accounts

No taxes on gains until withdrawal. Money compounds internally without annual tax drag, creating significantly more wealth over time.

Contract Terms

5, 7, or 10 years

Available in 5-year, 7-year, and 10-year surrender charge periods. Longer terms qualify for higher premium bonuses and higher EGAP guarantees.

Death Benefit

Available during accumulation phase

Beneficiaries may receive the full account value without penalty during the accumulation phase if you pass away before annuitization.

Highlights

1

Your money cannot lose value due to market downturns—it has a contractual floor protecting your principal

2

Participate in stock market index growth potential without direct market exposure or dividend inclusion

3

Optional Premium Bonus (5-10%) gives your retirement savings an immediate head start

4

Enhanced Guaranteed Accumulation Protection (EGAP) guarantees minimum annual growth of 2.5-4%

5

Tax-deferred growth compounds faster, creating 13-33% more wealth over 10-30 years versus taxable accounts

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

People nearing or already in retirement who want growth potential without market risk exposure, have assets they cannot afford to lose, and seek stability combined with the opportunity to participate in index gains.

Consider Alternatives If

Investors who need immediate access to their full principal without surrender charges, those in lower tax brackets who don't benefit from tax deferral, or those seeking unlimited upside participation in direct stock investments.

Carrier Ratings

A.M. BestA
FitchA-
Moody'sBaa1

Free Comparison Report

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

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