Fixed Indexed Annuity

SecureGain 5

MassMutual

10%

Free W/D

53

States

SecureGain 5 is a fixed annuity that provides guaranteed interest rates for 5 years, designed for investors seeking predictable income and principal protection with flexibility to access funds when needed.

Free Withdrawal

10%/yr

Available In

53 states

Min Premium

$10,000

Surrender

5 years

Key Features

Guaranteed Interest Rate

5-year guarantee period

Initial interest rate is locked in and guaranteed until the fifth contract anniversary, then never falls below the annuity's minimum rate.

Flexible Purchase Payments

$25,000 minimum initial; $2,000 additional

Start with a single payment of at least $25,000, then add more within the first 60 days (minimum $2,000 per additional payment).

Penalty-Free Withdrawals

10% annually

Access up to 10% of contributions in year one, or 10% of account value in later years, without early withdrawal charges or market value adjustments.

Guaranteed Minimum Surrender Value (GMSV)

87.5% of purchase payments + interest

Your account is protected at 87.5% of purchase payments plus daily interest, even if market conditions decline.

Waiver Riders

100% account value when criteria met

Extended Care and Terminal Illness riders provide access to 100% of account value if qualifying criteria are met.

Payout Flexibility

4 payout options available

Choose fixed period income, life income, joint survivor income, or combine options for retirement security.

Qualified & Non-Qualified Plans

Multiple tax qualification options

Works with IRAs, 403(b), 457(b), and inherited accounts, making it suitable for various retirement savings vehicles.

Highlights

1

Fixed interest rate guaranteed for 5 years with no market risk

2

Flexible contributions with single or multiple purchase payments up to $2 million

3

Penalty-free withdrawals of up to 10% annually without surrender charges

4

Waiver riders for extended care and terminal illness that unlock 100% account value

5

Multiple payout options including life income for lifetime retirement security

Surrender Schedule

Yr 1

9%

Yr 2

8%

Yr 3

7%

Yr 4

6%

Yr 5

5%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

Investors age 0-89 seeking predictable, guaranteed growth with flexibility to access funds, who prioritize principal protection over market upside and want multiple retirement income options.

Consider Alternatives If

Investors who need immediate, frequent access to their full account value or who expect to need most of their funds within 5 years should avoid this product due to early withdrawal charges.

Carrier Ratings

A.M. BestA++
Standard & Poor'sA+

Free Comparison Report

Get a personalized SecureGain 5 illustration

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

MassMutual Discussions

Join the conversation

From the AdvisorWorld.com Community

Related Resources