Fixed Indexed Annuity

JourneyMark 10

Integrity Life Insurance Company

5%

Free W/D

50

States

A family of fixed indexed annuities designed for both accumulation and income, offering flexible durations (5, 7, or 10 years), competitive index participation rates, and optional riders that provide guaranteed lifetime income or enhanced liquidity.

Free Withdrawal

5%/yr

Available In

50 states

Min Premium

$10,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Citi Flexi-Beta 5 ER Index2-Year--252%--
Citi Flexi-Beta 5 ER Index5Y--190%--
Citi Flexi-Beta 5 ER IndexAnnual--180%--
Goldman Sachs Pathfinder Index2-Year--134%--
Goldman Sachs Pathfinder IndexAnnual--68%--
S&P 500 IndexAnnual--41%--
Fixed AccountDaily----3.7%

Key Features

Premium Bonus

Up to 6.5% on select products

Available on 10-year products; vests gradually over the contract period to encourage holding

Participation Rates

145-265% on Citi Flexi-Beta indices; 67-242% on Goldman Sachs indices

Your share of index gains with no upside cap on many options

Guaranteed Lifetime Withdrawal Benefit

Starts after age 60; includes Income Doubler option for long-term care needs

Optional rider providing income for life with performance-driven benefit base rolups

Penalty-Free Withdrawals

5-10% of account value annually depending on product and rider

Annual access to a portion of your account without surrender charges

Death Benefit

100% of account value or nonforfeiture value; 110% with Expanse Rider

Guarantees heirs receive no less than a specified minimum value

Highlights

1

Choice of accumulation-focused base product or optional rider upgrades with competitive index options

2

Flexible premium bonus vesting schedules (up to 6.5% on 10-year products)

3

Multiple income rider options including guaranteed lifetime withdrawal benefits

4

Accepts inherited IRAs, Roth IRAs, and stretch IRA strategies

5

Extended rate guarantee periods eliminate renewal rate uncertainty

Surrender Schedule

Yr 1

9%

Yr 2

9%

Yr 3

8.25%

Yr 4

7.25%

Yr 5

6.25%

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 seeking a balance of growth potential and income flexibility, particularly those age 60+ interested in guaranteed lifetime income or those wanting to accept inherited IRAs while maintaining tax-deferred growth.

Consider Alternatives If

Investors needing immediate access to all funds or those with high liquidity needs, as surrendering before the charge period ends incurs penalties.

Carrier Ratings

A.M. BestA+
FitchAA
Moody'sAa3
Standard & Poor'sAA-

Free Comparison Report

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