Fixed Indexed Annuity

WealthChoice 10 with Premium Bonus

Guaranty Income Life

8%

Best Cap

10%

Free W/D

47

States

WealthChoice is a fixed indexed annuity that lets you grow your retirement savings with market-linked growth potential while protecting principal from losses. It's designed for people who want accumulation and income flexibility without stock market risk.

Free Withdrawal

10%/yr

Available In

47 states

Min Premium

$20,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Global Quality 5% IndexAnnual--125%--
Horizon Ascend 5% IndexAnnual--10%--
S&P 500 Dynamic Intraday TCA Index (USD) ERAnnual8%100%--
S&P 500 IndexAnnual6.5%100%--
S&P 500 IndexMonthly2%100%--
Fixed AccountDaily----5%

Key Features

Contract Options

5, 7, or 10 years

Choose from 5, 7, or 10-year commitment periods with single premium from $20,000 to $1,000,000

Interest Crediting Choices

Fixed + Multiple Indexed Options

Allocate funds to fixed interest account or indexed options tied to market indexes; reallocate annually or keep original selections

Free Partial Withdrawals

10% annually

Withdraw up to 10% of anniversary value annually without surrender charges during contract period

Return of Premium Guarantee

100% after year 5

After year 5, full surrender amount never less than initial premium (adjusted for withdrawals)

Death Benefit Enhancement

110% on 5-year payout

If beneficiary chooses 5-year payout, death benefit multiplied by 110%

Tax-Deferred Growth

Full tax deferral

Earnings compound tax-free until withdrawal; pay taxes only on gains when accessed

Required Minimum Distribution Access

Penalty-free RMDs

Withdraw IRS-required amounts after age 73 without surrender penalties, regardless of amount

Highlights

1

Gain market upside through indexed interest crediting while principal is protected from market downturns

2

Choose from 5-, 7-, or 10-year options with flexible allocation between fixed and indexed accounts

3

Optional Guaranteed Living Benefit Rider provides lifetime income without regard to account balance

4

Premium bonus available on 10-year contracts with no rider fee

5

Return of premium guarantee ensures you get back at least your initial investment after year 5

Surrender Schedule

Yr 1

10%

Yr 2

9%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

Yr 8

3%

Yr 9

2%

Yr 10

1%

After

0%

Nursing home waiver, RMD waiver, Terminal illness waiver

Best For

Investors age 50+ seeking retirement accumulation with market-linked growth, principal protection, and eventual lifetime income without stock market exposure.

Consider Alternatives If

Investors who need immediate liquidity or who cannot commit capital for 5-10 years, as early withdrawal beyond annual free amounts incurs surrender charges.

Carrier Ratings

A.M. BestA-

Free Comparison Report

Get a personalized WealthChoice 10 with Premium Bonus illustration

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

Related Resources