Fixed Indexed Annuity

JourneyMark 7

Integrity Life Insurance Company

5%

Free W/D

50

States

JourneyMark is a fixed indexed annuity that lets you grow retirement savings with earnings tied to market indexes while protecting your principal from losses. It's designed for people seeking a balance between growth potential and downside protection as they approach or enter retirement.

Free Withdrawal

5%/yr

Available In

50 states

Min Premium

$10,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Citi Flexi-Beta 5 ER Index2-Year--222%--
Citi Flexi-Beta 5 ER Index5Y--237%--
Citi Flexi-Beta 5 ER IndexAnnual--157%--
Goldman Sachs Mariner Index2-Year--202%--
Goldman Sachs Mariner IndexAnnual--175%--
S&P 500 IndexAnnual--44%--
Fixed AccountDaily----4.75%

Key Features

Principal Protection

0% floor, no negative years

Your account value will never earn less than 0% even if the market index declines, protecting your base investment from market downturns

Free Withdrawal Amount

5% base, 10% with riders

After the first index year, withdraw a percentage of your account value penalty-free each year without surrender charges or market value adjustments

Withdrawal Charge Period Options

5, 7, or 10 years

Choose a contract duration that fits your retirement timeline—shorter periods have lower restrictions but potentially lower credited rates

Guaranteed Death Benefit

Minimum 87.5% of premiums + guaranteed interest

Your beneficiaries receive at least the greater of your account value or the nonforfeiture value, bypassing probate

Tax-Deferred Growth

No taxes on earnings until withdrawal

Interest compounds without annual tax liability until you make withdrawals, potentially amplifying long-term accumulation

Participation Rate

Varies by option; rates reset annually

With indexed interest options, you capture a percentage of market index gains—locked in immediately and never subject to future market declines

Issue Age Availability

Ages 0–90; riders vary by product

Available to applicants from birth through age 90, with certain riders restricted to ages 45–80

Nonforfeiture Guarantee

87.5% of premium + guaranteed rate

You're guaranteed to receive no less than 87.5% of your premium (minus withdrawals) plus a guaranteed minimum interest rate throughout the contract

Highlights

1

Earn market-linked interest with no direct stock market risk—your principal is protected from market downturns

2

Choose from flexible withdrawal periods (5, 7, or 10 years) to match your retirement timeline

3

Optional riders provide guaranteed lifetime income, enhanced liquidity, and return-of-premium protection

4

Backed by Integrity Life Insurance Company with A+ rating and 96/100 Comdex ranking for financial strength

5

Tax-deferred growth compounds over time, potentially increasing long-term retirement savings significantly

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%

After

0%

Nursing home waiver, RMD waiver, Terminal illness waiver

Best For

Retirees and near-retirees seeking steady accumulation with principal protection, those who want flexibility to access funds without penalties, and individuals comfortable with multi-year commitment in exchange for competitive rates and guarantees.

Consider Alternatives If

Investors who need immediate access to all funds without surrender charges, those requiring aggressive growth tied to full stock market participation, or individuals with short time horizons who may face significant withdrawal charges.

Carrier Ratings

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

Free Comparison Report

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

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