Multi-Year Guaranteed Annuity

1 + 4 Choice

GCU

6.05%

Best Rate

31

States

A 5-year fixed annuity offering a guaranteed 3.90% first-year rate with the flexibility to adjust your strategy at the one-year mark. Designed for conservative investors seeking predictable income with optional contract renewal or conversion.

Available In

31 states

Min Premium

$300

Surrender

5 years

Guaranteed Rates by Term

TermGuaranteed Rate
1-Year5.1%
2-Year3.85%
3-Year5.8%
4-Year4.55%
5-Year6.05%
6-Year4.2%
7-Year6.05%
9-Year4.95%
10-Year6.05%

Key Features

Current Crediting Rate

3.90% APY (effective 2/1/2026 - 2/28/2026)

Your initial interest rate is guaranteed for the first year only

Minimum Guaranteed Rate

2.65%

The lowest rate your annuity will earn if crediting rates drop

Deposit Range

$300 minimum to $200,000 maximum

Flexibility in how much you can invest with no age restrictions

Surrender Charges

9% - 7% - 5% - 3% - 1% (years 1-5)

Declining penalty structure if you withdraw beyond the 10% annual free amount

Penalty-Free Withdrawals

10% of that year's beginning balance (years 2-5)

Annual withdrawal allowance during the contract term

Anniversary Flexibility

30-day window with no surrender charges during this period

At year one, choose to continue, convert to a new contract, or surrender penalty-free

Death Benefit

Full proceeds paid without penalty

Beneficiaries receive death benefits without surrender charges applied

Qualified Plan Eligibility

Yes

Can be used within tax-qualified retirement plans

Highlights

1

5-year fixed annuity with 3.90% APY for the first year, guaranteed, with a 2.65% minimum guaranteed rate

2

No age restrictions and flexible initial deposits from $300 to $200,000

3

Penalty-free withdrawal window at first anniversary allowing you to switch to a new contract, continue, or exit without surrender charges

4

Low surrender charges declining from 9% to 1% over 5 years, with 10% annual penalty-free withdrawal rights in years 2-5

5

Eligible for qualified retirement plans with no long-term care or terminal illness waivers required

Surrender Schedule

Yr 1

9%

Yr 2

7%

Yr 3

5%

Yr 4

3%

Yr 5

1%

After

0%

Best For

Conservative investors aged 59½+ seeking guaranteed income with flexibility to adjust their strategy annually and who want low-cost access to their money through penalty-free withdrawal provisions.

Consider Alternatives If

Investors under age 59½ who may need early access to funds, as withdrawals before that age are subject to a 10% IRS early distribution penalty on earnings.

Carrier Ratings

A.M. BestA-

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