Fixed Indexed Annuity

Safeguard Plus

Farmers Life Insurance Company

27

States

A fixed annuity that grows your savings at a guaranteed rate with no market risk, offering tax-deferred growth and flexible access to your money. Ideal for those seeking safety and predictability in retirement planning.

Available In

27 states

Min Premium

$10,000

Surrender

10 years

Key Features

Guaranteed Fixed Rates

3, 5, 7, or 10-year terms available

You earn a locked-in interest rate for your entire guarantee period with no market fluctuations

Tax-Deferred Growth

100% tax deferral

Interest compounds tax-free during the contract term; you only pay taxes when you withdraw

Penalty-Free Interest Withdrawals

Minimum $100 per withdrawal

Access accumulated interest each year without surrender charges or market value adjustments

Principal Protection

Full protection guaranteed

Your initial investment and earned interest are not subject to market risk

Minimum Premium

$10,000 minimum

Low entry point for starting your savings plan

Issue Ages

Ages 0-95

Available to a wide range of ages

Annuitization Option

Available at contract annuity date

Convert your accumulated funds into guaranteed lifetime income payments

Death Benefit

No MVA applied to death benefit

Your beneficiaries receive the accumulation value without surrender charges if you pass during the contract term

Spousal Continuation

Optional joint ownership

If elected at purchase, surviving spouse becomes primary owner and provisions continue

30-Day Penalty-Free Window

Full or partial withdrawal allowed

At the end of your guarantee period, withdraw any amount penalty-free for 30 days

Highlights

1

Guaranteed fixed interest rates for 3, 5, 7, or 10-year periods with no market risk

2

Tax-deferred growth that compounds over time for potentially greater accumulation

3

Penalty-free access to accumulated interest each year plus optional riders for flexibility

4

Can convert to lifetime income payments or provide a death benefit to beneficiaries

Surrender Schedule

Yr 1

9%

Yr 2

8%

Yr 3

7%

Yr 4

6%

Yr 5

5%

Yr 6

4%

Yr 7

3%

Yr 8

2.5%

Yr 9

1.5%

Yr 10

0.9%

After

0%

Best For

Individuals seeking safe, predictable growth for retirement savings who can commit funds for 3-10 years and want protection from market volatility.

Consider Alternatives If

Those who need frequent access to their full account balance before the guarantee period ends, or investors seeking potential for higher returns through market exposure.

Carrier Ratings

A.M. BestB++

Free Comparison Report

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

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