Fixed Indexed Annuity

Retirement Plus Multiplier Annuity

Sentinel Security Life

5.95%

Best Cap

10%

Free W/D

41

States

A fixed indexed annuity designed for retirees who want to capture market growth while protecting savings from losses, with options to generate guaranteed lifetime income. Ideal for those planning to enjoy active retirements while securing their financial future.

Free Withdrawal

10%/yr

Available In

41 states

Min Premium

$5,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Aging of America Index2-Year--275%--
Aging of America Index3Y--250%--
Aging of America IndexAnnual--150%--
S&P 500 Index2-Year--38%--
S&P 500 IndexAnnual5.95%100%--
Fixed AccountDaily----3%

Key Features

Index-Linked Growth

0% guaranteed floor protects against losses

Your money grows based on positive performance of market indices (S&P 500 or Goldman Sachs Aging of America Dynamic Balance Index) subject to participation rates or caps

Lifetime Income Option

Up to 100% income enhancement bonus available

Convert your annuity to guaranteed monthly payments that last your entire life, with optional spousal coverage and income bonus enhancements

Penalty-Free Withdrawals

10% annual penalty-free access starting year 2

Access your money without surrender charges by withdrawing up to 10% annually, Required Minimum Distributions, or interest from the fixed account in year one

Flexible Allocations

Full control over your asset allocation

Reallocate your funds among multiple index strategies and a fixed account at the end of each crediting period (1, 2, or 3-year terms)

Tax-Deferred Growth

Defer taxes on interest earned

Earnings compound without annual tax reporting until you make a withdrawal

Death Benefit

Protects your legacy

If you die before annuity payments begin, your beneficiary receives the greater of your accumulation value or minimum guaranteed surrender value

Highlights

1

Participate in market upside with index-linked growth while protecting your principal from market losses

2

Generate guaranteed lifetime income that you can never outlive, even after your account value is depleted

3

Choose from flexible surrender schedules (5, 7, or 10 years) with penalty-free withdrawal options

4

Customize your strategy with allocation choices between index accounts and fixed-rate options

5

Optional riders provide enhanced accumulation growth or income multiplier bonuses up to 100% of initial investment

Surrender Schedule

Yr 1

10%

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, RMD waiver, Terminal illness waiver

Best For

Retirees and near-retirees who want to balance market growth potential with principal protection and seek guaranteed lifetime income options to manage longevity risk.

Consider Alternatives If

Investors who need immediate access to their full principal without penalty or those who cannot afford to lock funds away for 5-10 years should avoid this product.

Carrier Ratings

A.M. BestB

Free Comparison Report

Get a personalized Retirement Plus Multiplier Annuity illustration

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

Related Resources