Fixed Indexed Annuity

Eagle Select Income Focus

Eagle Life Insurance Company

20%

Best Cap

10%

Free W/D

50

States

A fixed index annuity designed to provide guaranteed lifetime retirement income with the ability to grow your account value before you start taking payments. Built for people who want income security combined with growth potential and protection against unexpected health events.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$5,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
BlackRock Adaptive US Equity 5% Index2-Year--220%--
BlackRock Adaptive US Equity 5% IndexAnnual--150%--
Invesco Dynamic Growth Index2-Year--195%--
Invesco Dynamic Growth IndexAnnual--135%--
Invesco QQQ 15 Index2-Year20%100%--
Invesco QQQ 15 Index5Y--100%--
Invesco QQQ 15 IndexAnnual7.75%100%--
S&P 500 Advantage 15% VT TCA Index (USD) ER2-Year20%100%--
S&P 500 Advantage 15% VT TCA Index (USD) ER5Y--100%--
S&P 500 Advantage 15% VT TCA Index (USD) ERAnnual7.75%100%--
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (USD) Excess Return2-Year--205%--
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (USD) Excess ReturnAnnual--145%--
S&P 500 Index2-Year11.25%100%--
S&P 500 IndexAnnual5%100%--
Fixed AccountDaily----3.15%

Key Features

Lifetime Income Benefit Rider (LIBR)

Payout rates range from 4.75% (age 50) to 8.10% (age 79+) for single income

Provides guaranteed income for life starting at any point after the first contract anniversary. Income amount is based on your Income Account Value and your age when you start payments.

Simple Interest Roll-Up Options

Option 1 provides higher IAV until year 5-10; Option 2 has higher long-term growth

Choose Option 1 (14% for 5 years) for faster growth or Option 2 (12% for 10 years) for longer accumulation. Both credit daily for better compounding than annual crediting.

Wellbeing Benefit

Double income or 50% increase (joint), up to 5 years maximum

If you can't perform two activities of daily living, this benefit doubles your annual income for up to 5 years with no underwriting, confinement, or expense justification required.

Multiple Index Options

Seven index and fixed rate options to diversify and manage risk

Allocate funds to various index strategies including BlackRock Adaptive US Equity 5% Index, S&P 500, Invesco QQQ 15 Index, or a fixed rate strategy.

Spousal Continuation Options

Three continuation scenarios based on your income election

Your surviving spouse can continue receiving guaranteed lifetime income with flexible options depending on whether you started payments and chose single or joint income.

Flexible Income Start

Available from age 50 to 85 at issue

Start guaranteed lifetime income anytime after the first contract anniversary, allowing your account to continue growing while you work.

Surrender Charges

8% year 1-2, declining to 0% by year 8

Decreasing surrender charges apply to excess withdrawals. Free annual withdrawals available; charges decline from 8% in year 1 to 0% by year 8.

Highlights

1

Guaranteed lifetime income that continues even if your account value reaches zero

2

Daily-credited simple interest roll-up grows your income account value faster than annual crediting

3

Wellbeing Benefit doubles income for up to 5 years if you can't perform two activities of daily living—no confinement required

4

Spousal continuation options ensure your spouse receives guaranteed income if you pass away first

5

Choose between higher growth (14% for 5 years) or longer accumulation (12% for 10 years) based on your timeline

Surrender Schedule

Yr 1

8%

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

Individuals ages 50-85 who want guaranteed lifetime income in retirement, prefer tax-deferred growth, and value protection against longevity risk and unexpected health events.

Consider Alternatives If

People who need immediate access to funds without penalties, prefer high liquidity, or cannot afford to wait through a deferral period before taking income.

Carrier Ratings

A.M. BestA
FitchA
Standard & Poor'sA

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