Fixed Indexed Annuity

Protective Guaranteed Income

Protective Life Insurance Company

3.25%

Best Cap

10%

Free W/D

50

States

A deferred indexed annuity designed to create guaranteed lifetime income in retirement. Combines market-linked growth potential with guaranteed income payments that can't be affected by market downturns, helping retirees never run out of money.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$25,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Citi Flexible Allocation 6 Index2-Year--55%--
S&P 500 IndexAnnual3.25%100%--
Fixed AccountDaily----3%

Key Features

Guaranteed Income Benefit

Withdrawals range from 3.5%-7.85% depending on age and option chosen

A protected lifetime income benefit that guarantees annual withdrawal amounts for life based on your benefit base, regardless of contract value or market performance

Benefit Base Growth

4% annual roll-up + 15% bonus at year 5 + 20% bonus at year 10

Your benefit base grows each year with a guaranteed 4% simple interest roll-up plus step-ups if contract value outperforms, plus bonuses for waiting to take income

Multiple Income Options

Two distinct withdrawal strategies to match spending patterns

Choose between level income (higher initial payments) or rising income (payments increase annually until contract value depletes)

Indexed Crediting Strategies

Multiple crediting methods: fixed interest, annual point-to-point, 2-year participation & spread, annual rate cap

Allocate funds to fixed interest or index-based strategies tied to S&P 500 or Citi Flexible Allocation 6 Index without direct stock ownership

Penalty-Free Withdrawals

10% annual access plus additional waivers for nursing facility confinement, terminal illness, or unemployment

Access 10% of your contract value annually without withdrawal charges during the 10-year surrender period

Death Benefit

No additional cost; protects your legacy

If you pass away before starting income payments, beneficiaries receive the greater of contract value or minimum surrender value

Highlights

1

Guaranteed lifetime income that continues regardless of market performance or how long you live

2

Benefit base grows with 4% annual roll-up plus bonuses (15% after 5 years, 20% after 10 years)

3

Choice of level or rising income options to match your retirement spending needs

4

Protected growth potential through indexed crediting strategies with downside protection

5

Access to 10% of contract value annually penalty-free during withdrawal charge period

Surrender Schedule

Yr 1

9%

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, Terminal illness waiver, Unemployment waiver

Best For

Investors age 50-79 seeking guaranteed retirement income who want downside protection while maintaining growth potential and have at least $25,000 to invest.

Consider Alternatives If

Those needing immediate liquidity, investors with less than $25,000 to invest, or those requiring frequent access to funds without withdrawal charges.

Carrier Ratings

A.M. BestA+
FitchAA-
Moody'sA1
Standard & Poor'sAA-

Free Comparison Report

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