Fixed Indexed Annuity

Personal Choice Annuity

Sentinel Security Life

35

States

The Sentinel Plan Personal Choice Annuity is a flexible, customizable fixed annuity designed for retirees who want control over their withdrawal timing and the ability to select only the protection features they need.

Available In

35 states

Min Premium

$2,500

Surrender

20 years

Key Features

Flexible Guarantee Periods

3, 5, 7, or 10 years

Select from 3, 5, 7, or 10-year durations with access to your money when you need it

Customizable Riders

6 optional riders available

Add only the optional riders that match your specific needs—never pay for unused features

Required Minimum Distribution Rider

RMD-qualified withdrawals

Waives surrender charges and market value adjustments on RMD withdrawals from tax-qualified plans

Terminal Illness/Nursing Home Care Rider

Qualified medical events

Waives surrender charges if diagnosed with stroke, heart attack, terminal cancer, or requires skilled nursing for 90+ days

72(t) Free Withdrawal Rider

IRC 72(t) qualified

Waives surrender charges and MVA for IRC Section 72(t) compliant withdrawals

Preferred 10% Free Withdrawal Rider

10% or RMD annually

One penalty-free withdrawal per year starting year two, up to 10% of account value or RMD (whichever is greater)

Accumulated Interest Withdrawal Rider

Starting year one

Waives surrender charges and MVA on accumulated interest withdrawals beginning in the first contract year

Death Benefit Feature

Full contract value

Required for issue ages 86-90; pays total contract value to beneficiaries with surrender charges waived

Highlights

1

Choose your annuity duration: 3, 5, 7, or 10 years with access to your money when needed

2

Fully customizable with optional riders—pay only for features you'll actually use

3

Multiple rider options eliminate surrender charges in specific situations like terminal illness, nursing home care, or required minimum distributions

4

Flexible withdrawal options including accumulated interest and preferred 10% annual free withdrawals

5

Backed by Sentinel Security Life Insurance Company with 71 years of history and B++ (Good) rating by AM Best

Surrender Schedule

Yr 1

9%

Yr 2

8%

Yr 3

7%

Yr 4

6%

Yr 5

5%

Yr 6

5%

Yr 7

5%

Yr 8

5%

Yr 9

5%

Yr 10

5%

Yr 11

5%

Yr 12

5%

Yr 13

5%

Yr 14

5%

Yr 15

5%

Yr 16

5%

Yr 17

5%

Yr 18

5%

Yr 19

5%

Yr 20

5%

After

0%

Best For

Retirees and pre-retirees seeking a secure fixed annuity with flexibility to customize features based on their personal needs and withdrawal expectations.

Consider Alternatives If

Investors seeking high growth potential or those who don't value flexibility and customization in their annuity features.

Carrier Ratings

A.M. BestB

Free Comparison Report

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