Fixed Indexed Annuity

Evolve Bonus 7

Silac Insurance Company

6.25%

Best Cap

5%

Free W/D

45

States

A modified single premium fixed indexed annuity that combines guaranteed lifetime income with growth potential, designed for retirees who want principal protection, immediate bonus crediting, and income they can't outlive.

Free Withdrawal

5%/yr

Available In

45 states

Min Premium

$10,000

Surrender

7 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
Barclays Atlas 5 IndexAnnual--100%--
Bloomberg Versa 10 IndexAnnual--62%--
Nasdaq Generations 5 IndexAnnual--100%--
S&P 500 Duo Swift Index (USD) ERAnnual--50%--
S&P 500 IndexAnnual6.25%100%--
S&P 500 IndexMonthly2.25%100%--
S&P 500 RavenPack AI Index (USD) ERAnnual--145%--
Fixed AccountDaily----2.5%

Key Features

Premium Bonus

Up to 10% depending on term selected

Immediate bonus added to your premium at issue, increasing your account value right away

Growth Options

Multiple crediting strategies available

Flexibility to allocate funds to fixed interest strategies or indexed strategies tied to market indexes

Annual Floor Protection

0% floor on indexed strategies

Guaranteed minimum interest credit of 0% annually, protecting you from market losses

Lifetime Withdrawals

Level or Increasing options available

Income based on an Income Value that grows with credits; guaranteed for life regardless of market or account value

Wellness Withdrawals

Double the normal withdrawal for up to 5 years

Access higher withdrawal amounts if you cannot perform 2 of 6 Activities of Daily Living

Free Withdrawals

5% of account value per year

Annual penalty-free withdrawal available after year one

Health-Triggered Benefits

100% or 20% annually depending on benefit

No-charge full withdrawals if you enter nursing home care, receive terminal illness diagnosis, or need home health services

Tax Deferral

Tax-deferred accumulation

Grow your savings without annual tax reporting until you withdraw funds

Term Options

7-year, 10-year, or 14-year options

Choose the withdrawal charge period that fits your timeline; longer terms offer higher bonuses and rates

Death Benefit

100% of account value

Full account value passes to beneficiaries outside probate; spouse can continue the policy

Highlights

1

Immediate premium bonus (up to 10%) added to your initial investment right away

2

Choose between fixed guaranteed rates or indexed growth tied to market performance, both with 0% annual floor protection

3

Lifetime income guarantee that you can't outlive, even if your account value drops to zero

4

Multiple health-triggered withdrawal benefits (nursing home, terminal illness, home health care) with no additional cost

5

Full account value passes to beneficiaries, bypassing probate

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 age 50+ who want guaranteed lifetime income, principal protection, growth potential, and peace of mind that they won't outlive their money.

Consider Alternatives If

Those who need immediate access to all their funds without penalties, or investors seeking aggressive market exposure without downside protection.

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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