Consider a Fixed Index Annuity
- $50,000 Minimum Investment
- No Fees
- Principal protection
- 10% annual free withdrawals each year
- Surrender penalties (9, 8, 7, 6, 5, 0%)
- Death Benefit: Full Account Value at Death
Fixed Index Annuity Issued by Reliance Standard
*Fixed Interest - Strategy: Annual compound interest will be credited at a stated rate under this Strategy for each Contract Year. The initial interest rate will be guaranteed for the first Contract Year. Thereafter, the interest rate will be as declared by RSL for each subsequent Contract Year.
** Annual Monthly Average - Capped Strategy: Interest credited under this Strategy for a Contract Year will be equal to the amount by which the average value of the S&P 500 Index, as measured on the twelve monthly contract anniversary dates following the inception of the Contract Year, exceeds the value of the S&P 500 Index at such inception, but will not be less than zero or greater than the maximum amount (Index Interest Cap) in effect for that year.
Rates valid as of 11/29/2018 and are subject to change.
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Call me today.
John F. Harty, AIF®
Director of Wealth Management
(415) 407-4991
CA Insurance Lic#: 0J21486
John.Harty@LPL.com
Sterling Wealth Management
400 Montgomery Street
Suite 100
San Francisco, CA 94104
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