Fixed Indexed Annuity

Evolve 14

Silac Insurance Company

9.75%

Best Cap

5%

Free W/D

31

States

SIC-EVOLVE-B is a fixed indexed annuity designed for long-term retirement savers who want principal protection, growth potential, and guaranteed lifetime income they can't outlive.

Free Withdrawal

5%/yr

Available In

31 states

Min Premium

$10,000

Surrender

14 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Atlas 5 IndexAnnual--100%--
Bloomberg Versa 10 IndexAnnual--77%--
Nasdaq Generations 5 IndexAnnual--100%--
S&P 500 Duo Swift Index (USD) ERAnnual--65%--
S&P 500 IndexAnnual9.75%100%--
S&P 500 IndexMonthly3.25%100%--
S&P 500 RavenPack AI Index (USD) ERAnnual--100%--
Fixed AccountDaily----4%

Key Features

Principal Protection

100% principal protected

Your savings are always protected from market fluctuations with no direct downside market risk

Annual Floor Protection

0% annual minimum

No matter how markets perform, you never earn less than 0% interest in any given year

Lifetime Withdrawal Benefit

Guaranteed for life

Guaranteed income payments that last for your entire life, based on your income value

Crediting Strategy Choices

Multiple options available

Select from fixed interest or multiple indexed strategies tied to external market indexes

Premium Bonus

Added at purchase

Immediate increase to your account value on top of your initial premium

Free Withdrawal

Up to 5% of account value

Annual penalty-free withdrawal available after the first policy year

Wellness Withdrawal

Double the lifetime withdrawal amount

If you can't perform two of six Activities of Daily Living, receive higher withdrawals for up to 5 years

Tax Deferral

Tax-deferred growth

Growth compounds without annual tax liability until you access the funds

Highlights

1

Choose between fixed or indexed interest crediting strategies with guaranteed 0% annual floor protection

2

Automatic lifetime withdrawal benefit that can't be outlived, even if account value drops to zero

3

Higher interest credits compared to similar products with an annual spread that never exceeds your interest credit

4

Multiple health-related withdrawal benefits at no extra cost (nursing home, terminal illness, home health care)

5

Premium bonus immediately added to your initial investment

Surrender Schedule

Yr 1

14.75%

Yr 2

13.75%

Yr 3

12.75%

Yr 4

11.75%

Yr 5

10.75%

Yr 6

10%

Yr 7

9%

Yr 8

8%

Yr 9

7%

Yr 10

6%

Yr 11

5%

Yr 12

4%

Yr 13

3%

Yr 14

2%

After

0%

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

Best For

Retirees and pre-retirees age 45-90 who want principal protection, growth potential, and guaranteed lifetime income with flexibility to access funds when needed.

Consider Alternatives If

Investors needing immediate access to all funds or those who cannot commit to a long-term holding period of 7-14 years without accepting surrender charges.

Carrier Ratings

A.M. BestB+

Free Comparison Report

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

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