Fixed Indexed Annuity

Evolve 7

Silac Insurance Company

8.5%

Best Cap

5%

Free W/D

46

States

SIC-EVOLVE-B is a modified single premium fixed indexed annuity designed for retirees seeking guaranteed lifetime income, principal protection, and tax-deferred growth with flexibility to choose between fixed interest rates or market-indexed returns.

Free Withdrawal

5%/yr

Available In

46 states

Min Premium

$10,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Atlas 5 IndexAnnual--190%--
Bloomberg Versa 10 IndexAnnual--80%--
Nasdaq Generations 5 IndexAnnual--100%--
S&P 500 Duo Swift Index (USD) ERAnnual--70%--
S&P 500 IndexAnnual8.5%100%--
S&P 500 IndexMonthly2.75%100%--
S&P 500 RavenPack AI Index (USD) ERAnnual--200%--
Fixed AccountDaily----4%

Key Features

Lifetime Withdrawal Benefit

Based on income value; costs 1.50% annual spread

Automatically included income rider providing guaranteed payments for life based on income value, with option for level or increasing withdrawals

Premium Bonus

3% (example in comparison charts)

Immediate boost to your account value added when you purchase the annuity

Annual Floor Protection

0% floor guaranteed

You earn a minimum of 0% interest annually—no losses due to market downturns

Crediting Strategy Options

Multiple strategies available with annual reallocation

Choose between guaranteed fixed interest rate or indexed strategies tied to external market indexes with caps/spreads

Free Withdrawals

5% of account value annually, plus RMDs

Access to funds without penalty after first policy year

Withdrawal Charge Period

7, 10, or 14-year terms available

Long-term commitment period (7, 10, or 14 years) allows higher interest credits; charges apply to excess withdrawals during this period

Wellness Withdrawal

2x lifetime withdrawal amount

If you cannot perform two of six Activities of Daily Living, receive double your lifetime withdrawal for up to five years

Death Benefit

100% of account value

Full account value passes to beneficiaries, avoiding probate

Tax Deferral

Tax deferred until withdrawal

Growth is not taxed until you withdraw funds, allowing more money to work for you longer

Highlights

1

Guarantees where you need them with flexibility for growth potential through fixed or indexed crediting strategies

2

Lifetime income you cannot outlive, automatically included with no additional cost

3

Principal protection with 0% annual floor—your money never loses value due to market downturns

4

Immediate growth through premium bonus plus higher account values that outpace competitor products over time

5

Built-in health benefits including nursing home, terminal illness, and home health care access to funds

Surrender Schedule

Yr 1

12%

Yr 2

12%

Yr 3

11%

Yr 4

10%

Yr 5

9%

Yr 6

7%

Yr 7

4%

After

0%

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

Best For

Retirees seeking guaranteed lifetime income, principal protection from market volatility, and tax-deferred growth who can commit funds for 7-14 years and want both security and growth potential.

Consider Alternatives If

Investors needing immediate access to all funds without penalties, those uncomfortable with long-term commitments, or individuals who prioritize maximum growth over income guarantees and principal protection.

Carrier Ratings

A.M. BestB+

Free Comparison Report

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