Multi-Year Guaranteed Annuity

Pinnacle Plus MYGA

Delaware Life

4.95%

Best Rate

10%

Free W/D

50

States

Pinnacle Plus is a multi-year guaranteed fixed annuity that provides steady, predictable growth with your principal protected and taxes deferred. It's designed for people nearing or in retirement who want guaranteed income without stock market risk.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$25,000

Surrender

10 years

Guaranteed Rates by Term

TermGuaranteed Rate
3-Year4.6%
5-Year4.95%
7-Year4.95%
10-Year4.95%

Key Features

Guaranteed Interest Rate

Fixed rate for 3, 5, 7, or 10 years

Your interest rate is locked in for your chosen guarantee period and won't change regardless of market conditions

Principal Protection

100% guaranteed

Your initial investment is fully protected from market loss

Tax-Deferred Growth

100% tax-deferred

All earnings grow without annual tax liability until you withdraw

Free Withdrawals

10% per year, penalty-free

Starting in year two, withdraw up to 10% of your account value annually without surrender charges

Flexible Payout Options

Multiple options available

Choose how to receive your money: systematic withdrawals, lump sum at end of term, or annuitize for lifetime income

Surrender Charge Exceptions

State-dependent; available with criteria

Access your full account for qualifying needs (nursing home, terminal illness, required minimum distributions) without penalties

Minimum Investment

$25,000

Starting point for both qualified and non-qualified accounts

Issue Age Range

Ages 18-85

Product available for eligible applicants

Highlights

1

Guaranteed fixed interest rate locked in for your chosen period (3, 5, 7, or 10 years)

2

100% tax-deferred growth on earnings until you withdraw—potentially significant advantage over taxable investments

3

Principal protection with no stock market risk—your money is safe and guaranteed to grow

4

Access to your money through free annual withdrawals of up to 10% without surrender charges

Surrender Schedule

Yr 1

8%

Yr 2

7%

Yr 3

6%

Yr 4

5%

Yr 5

4%

Yr 6

3%

Yr 7

2%

Yr 8

1%

Yr 9

1%

Yr 10

0.5%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

People within 10 years of retirement or already retired who prioritize capital safety and guaranteed income over growth potential, and want to supplement their retirement savings with predictable, tax-deferred growth.

Consider Alternatives If

Individuals with a long time horizon who can weather market volatility and need maximum growth potential, or those who may need frequent access to their money—early withdrawals beyond the 10% free amount incur surrender charges.

Carrier Ratings

A.M. BestA-
Standard & Poor'sA-

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