Fixed Indexed Annuity

PruSecure Advisor

Prudential Financial

35%

Best Cap

10%

Free W/D

50

States

A fixed indexed annuity that protects your principal from market losses while offering growth potential tied to market index performance. Designed for people nearing or in retirement who want safety without sacrificing growth opportunity.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$10,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Bloomberg Commodity3Y35%100%--
Bloomberg CommodityAnnual12.3%100%--
Dow Jones U.S. Real Estate3Y30%100%--
Dow Jones U.S. Real EstateAnnual11.55%100%--
MSCI EAFE Index3Y30%100%--
MSCI EAFE Index5Y65%100%--
MSCI EAFE IndexAnnual11.55%100%--
S&P 500 Index3Y30%100%--
S&P 500 Index5Y65%100%--
S&P 500 IndexAnnual11.05%100%--
Fixed AccountDaily----4%

Key Features

Principal Protection (Floor)

0% floor (100% protected)

Your principal and all credited interest are fully protected against negative index performance. You cannot lose money due to market decline.

Index-Based Strategy Options

Up to 70% participation rate or 35% cap rate (varies by term)

Choose from 4 market indices (S&P 500, MSCI EAFE, Real Estate, Commodities) with 1-, 3-, or 5-year terms. Cap rates or participation rates limit upside but guarantee a floor.

Fixed-Rate Strategy

Declared at purchase; rates may vary at renewal

Guaranteed fixed interest rate for one year, renewed annually. Not tied to any index performance.

Tax-Deferred Growth

Can result in $14,814+ more growth on $100K over 20 years vs. taxable account

No annual taxes on credited interest until withdrawal. Your money compounds faster than taxable investments.

Free Withdrawal Amount

10% of prior anniversary account value, penalty-free

After the first contract year, withdraw up to 10% annually without surrender charges or Market Value Adjustment.

Legacy Death Benefit

Greater of account value or 87.5% of premiums + 1% interest

Beneficiaries receive the greater of account value or a minimum guaranteed value, plus a portion of index gains (pro-rated if death occurs mid-term).

Surrender Charge Periods

5-year or 7-year options available

Choose a 5- or 7-year surrender charge period. Different periods may offer different cap/participation rates and fixed rates.

Highlights

1

Principal protection with a 0% floor—your money is protected from market losses even if the index declines

2

Flexibility to choose between index-based strategies (S&P 500, MSCI EAFE, Real Estate, Commodities) or fixed-rate options, or a mix of both

3

Tax-deferred growth means your earnings compound without annual tax drag, potentially accumulating significantly more wealth

4

Legacy protection—if you pass away before the index term ends, beneficiaries receive a portion of any index gains, not just your account value

Surrender Schedule

Yr 1

2%

Yr 2

2%

Yr 3

2%

Yr 4

2%

Yr 5

2%

Yr 6

2%

Yr 7

2%

After

0%

Medically related surrenders, RMD waiver, Terminal illness waiver

Best For

Investors age 50+ who are near or in retirement and want to protect accumulated savings while maintaining growth potential without accepting full market risk.

Consider Alternatives If

Investors who need immediate access to their money or expect to fully withdraw funds within 5-7 years, or those seeking high growth with no caps on upside potential.

Carrier Ratings

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

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