Fixed Indexed Annuity

Evolve 10

Silac Insurance Company

9.5%

Best Cap

5%

Free W/D

46

States

A fixed indexed annuity designed for retirees seeking guaranteed lifetime income and principal protection with growth potential tied to market indexes. Ideal for those wanting predictable retirement income without direct market risk.

Free Withdrawal

5%/yr

Available In

46 states

Min Premium

$10,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Atlas 5 IndexAnnual--100%--
Bloomberg Versa 10 IndexAnnual--80%--
Nasdaq Generations 5 IndexAnnual--100%--
S&P 500 Duo Swift Index (USD) ERAnnual--65%--
S&P 500 IndexAnnual9.5%100%--
S&P 500 IndexMonthly3.25%100%--
S&P 500 RavenPack AI Index (USD) ERAnnual--100%--
Fixed AccountDaily----4.75%

Key Features

Lifetime Withdrawal Benefit

Automatic inclusion, 1.50% annual spread

Guaranteed income payments for life based on income value that increases annually; payments continue even if account value falls to zero

Principal Protection

0% floor guarantee

100% protection from market downturns with a guaranteed annual floor of 0% interest minimum

Premium Bonus

Varies by product and term

Immediate bonus added to your initial premium to increase starting account value

Flexible Crediting Strategies

Multiple index options available

Choose between fixed interest rate or indexed strategies tied to external market indexes; can split and reallocate annually

Free Annual Withdrawal

5% of account value

Access up to 5% of account value annually without penalties after year one

Wellness Withdrawal

2x withdrawal amount, up to 5 years

Double your lifetime withdrawal amount for up to 5 years if you cannot perform 2 of 6 activities of daily living

Health-Triggered Access

100% access or 20% annually for 5 years

Full account access without surrender charges if confined to nursing home (90+ days), diagnosed with terminal illness, or need home health care

Income Waiting Period Options

7-, 10-, or 14-year terms

Choose withdrawal charge periods of 7, 10, or 14 years; longer terms mean higher interest crediting

Highlights

1

Principal protection with 0% annual floor—you never lose money even in down markets

2

Lifetime income guarantee that can't be outlived, even if account value reaches zero

3

Choose between fixed or indexed interest crediting strategies within the same annuity for built-in diversification

4

Automatic premium bonus added immediately plus tax-deferred growth

5

Health-triggered access to funds (nursing home, terminal illness, home health) without surrender charges

Surrender Schedule

Yr 1

12%

Yr 2

12%

Yr 3

11%

Yr 4

10%

Yr 5

9%

Yr 6

8%

Yr 7

7%

Yr 8

6%

Yr 9

4%

Yr 10

2%

After

0%

Home health care rider, Nursing home waiver, RMD waiver, Terminal illness waiver

Best For

Individuals age 50+ seeking guaranteed lifetime income in retirement, protection from market volatility, and the ability to access funds for health-related emergencies without penalties.

Consider Alternatives If

Those needing immediate full liquidity, investors seeking maximum market upside exposure, or those with short time horizons who may need to surrender the annuity before the charge period ends.

Carrier Ratings

A.M. BestB+

Free Comparison Report

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