Fixed Indexed Annuity

Eleos SP

Reliance Standard

10%

Free W/D

47

States

The Eleos-SP is a fixed deferred annuity that guarantees your principal and provides steady, predictable interest growth. It's designed for safety-conscious individuals who want financial security without market risk.

Free Withdrawal

10%/yr

Available In

47 states

Min Premium

$10,000

Surrender

5 years

Key Features

Guaranteed Interest Rates

Varies by current environment; ask your agent

First-year rate includes a bonus and base rate, both guaranteed. Base rate guaranteed for Years 2-3. Rates thereafter never fall below the Minimum Guaranteed Interest Rate.

Penalty-Free Withdrawal

Up to 10% per contract year

Withdraw up to 10% of premium in Year 1, then up to 10% of annuity value annually with no charges. Must request at least $500 per withdrawal.

Surrender Charges

8%, 7%, 6%, 5%, 4%, 0%

Early withdrawal charges decline over 6 years: 8% (Year 1) to 0% (Year 6). Charges apply only if you withdraw more than the 10% penalty-free amount.

Nursing Home Waiver

Up to 25% per year while confined

If confined to a qualified nursing facility for 90+ days after Year 1 (and you were age 74 or younger at issue), you can withdraw up to 25% of annuity value annually penalty-free.

Death Benefit

Full annuity value

Upon your death, your beneficiary receives the full annuity value.

Daily Interest Crediting

Compounded daily

Interest compounds annually and is credited daily for faster growth.

Premium Range

$10,000 minimum; $500,000 maximum (over $500k requires approval)

Flexible funding options for different financial situations.

Highlights

1

Guaranteed interest rates for the first 3 years, with rates never dropping below a stated minimum thereafter

2

Penalty-free access to 10% of your annuity value each year, plus up to 25% if confined to a nursing home

3

Low surrender charges that decline from 8% in Year 1 to 0% by Year 6, giving you flexibility

4

Simple, predictable fixed annuity—no market risk or investment decisions required

5

Available from age 0 to 85 with premiums from $10,000 to $500,000

Surrender Schedule

Yr 1

8%

Yr 2

7%

Yr 3

6%

Yr 4

5%

Yr 5

4%

After

0%

Nursing home waiver

Best For

Safety-conscious individuals and retirees who prioritize principal protection, predictable income, and liquidity over growth, and want a simple, low-risk way to grow savings.

Consider Alternatives If

Investors seeking high growth, those who need immediate access to large portions of their money without penalty, or those uncomfortable with limited liquidity.

Carrier Ratings

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

Free Comparison Report

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