Fixed Annuities At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio
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1 At, Inc. 200 Mercantile Road Unit C Cleveland, Ohio Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company 0 Day Window PRIOR to the End of Each Term to Move Funds with No Penalty 4 Day Hold for Exchanges % Years 1-.10% $20, % Years % $20,000+.1% Years 1-.2% $20, % Years 1-6.0% $20, % Years 1-.% $20,000+.0% Years % $20,000+.% Years 1-9.4% $20, %.0% $20,000+ Systematic Immediately 10% of Previous Anniversary Account Value Beginning in Year 2 Nursing Home Waiver- d Prior to Age 6 Terminal Illness Rider- d Prior to Age 0 $,000 Q $10,000 NQ 1.00%,6,,6,,4,6,,4,,6,,4,,2,6,,4,,2,1,6,,4,,2,1,1,6,,4,,2, 1,1,1,6,,4,,2,1 1,1,0.
2 Page 2 Securian Financial Best A+ S&P AA- Fitch AA Weiss B Comdex 9 No automatic renewal at end of term Secure Option Secure Option Secure Option Secure Option % Years 1-.0%.10% Years 1-.2%.0% Years 1-.4%.40%.% 10% of prior contract anniversary value starting in year 2 Hospital, Medical Care and Terminal Illness waivers $2,000 Q/NQ 1.2% 9,8, 9,8,,6 9,8,,6,,4, 9,8,,6,,4,,2,1
3 Page North American Best A+ S&P A+ Fitch A+ Weiss B Comdex 88 0 Day window at end of each term to move funds with no penalty % Years 1-2.% Systematic.0% Years 1-.40% 2.8% Years 1-.1%.10%.% Immediately earned the prior year beginning in Year 2 Nursing Home Waiver issue ages and younger $2,000 Q $10,000 NQ.2% 9., 8.4,. 9., 8.4,., 6.6,. 9., 8.4,., 6.6,., 4.,.8 9., 8.4,., 6.6,., 4.,.8, 2.8, 1.9,.9
4 Page 4 Fidelity and Guaranty Best A- S&P BBB+ Fitch BBB Weiss C+ Comdex Platinum 2.% Years 1-9,8, Accumulated interest 0 day window at end of term to move funds with no penalty Platinum **.0% Years Nursing home/terminal illness rider $20, % 9,8,,6, Platinum.8% Years 1-9,8,,6,,4, ** This is a special rate that can end at any time. Please call to make sure rate is accurate. All applications for the,, and y product need to be done online through F & G s website.
5 Equitrust Best B++ S&P BBB+ Weiss B- Comdex 41 : 0 Day Window Prior To End of Term to Move Funds % Years 1-.00% Years 1-.10% Years % Years 1-8 Systematic Immediately Accumulated at any Time Nursing Home Waiver Available for Through Annuitization Available at End of Term Only $10, % Page 9,8, 9,8,,6.,. 9,8,,6.,.,4. 9,8,,6.,., 4.,.,2. Four: No automatic renewal at end of term 60 Day Hold for Exchanges 10 Four SPDA Flexible for 1 Year.2% 4.0% Year 1 Includes 1.0% Bonus Projected Eff Yld.2% Systematic Immediately/ 10% After 1 Year Nursing Home Waiver Available for Through 80 $10, % 9,8,,6.,.,4.,.,2.,1.,0. 9,8,,6.,.,4. 0-8
6 Athene Best A S&P A- Fitch A- Weiss C Comdex No Automatic Rollover at End of Term 4 Day Hold for Exchanges American Equity Best A- S&P A- Fitch BBB+ Weiss B- Comdex 9 0 Day Window Prior to End of Term to Move Funds With No Penalty Max Max Max % Years 1-2.1% Years % Years 1-2.9% Years % Years 1-.0% Years 1-2.0% Years 1-2.4% Years % Years 1- An amount equal to the Multi-Year Fixed Strategy multiplied by Accumulated Value (as of the most recent Contract Anniversary) Nursing Home/ Terminal Illness Waiver available at the End of the First Year Nursing Home/Terminal Illness Waiver d 18-4 $10, % $10,000 1.% Page 6 9., 8.4,. 9., 8.4,., 6.6,. +/-MVA 9., 8.4,., 6.6,., 4.,.8 +/-MVA 9,8,,6, +/-MVA 9,8,,6,,4 9,8,,6,,4,
7 Page The Standard Best A S&P A+ Fitch A Weiss B+ Comdex Day Hold 0 Day Window Prior to End of Term to Move Funds With No Penalty Focus Growth Focus Growth Focus Growth Focus Growth % 2.90% Years 1-.0%.40% Years 1-.%.4% Years 1-.%.4% Only Nursing Home/Terminal Illness Rider $1, % 9.4, 8.,.% 9.4, 8.,., 6.,.% 9.4, 8.,., 6.,., 4.,.% 9.4, 8.,., 6.,., 4.,., 2., 1.,.%
8 Page 8 Charge% Liberty Best B++ Weiss D+ Contracts become 100% liquid after the initial term ends Elite Elite Elite Elite 9.10% Years 1-.% Years 1-.80% Years 1-.8% Years 1-9 None-Not even for RMDs on qualified contracts Contract Pays Value on Death-Except for Spousal Assumption $10, %.9..0,6.2.9,.0,6.2,.,4.4.9,.0,6.2,., 4.4,.,2..9,.0,6.2,., 4.4,.,2., 1.8, % Years 1- Premier Premier.0% Years 1-.2% Years 1-.% Years 1- Systematic Immediately $10, % 8,,6,,4 8,,6,., ,11,10,8,6,,4 6+ 8,,6,,4.,., ,11.,10., 8.,6.,., ,.1,6.1,.1, 4.,.,
Fixed Annuities At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio
At, Inc. 200 Mercantile Road Unit C Cleveland, Ohio 44122 1-800-4-6000 216-464-142 Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company Window PRIOR to the End of Each Term to Move
More informationFixed Annuities At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio
Fixed Annuities At Berson-Sokol Agency, Inc. 200 Mercantile Road Unit C Cleveland, Ohio 44122 1-800-4-6000 216-464-142 d Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company 0 Day
More informationThe Annuity Source At Berson-Sokol Agency, Inc Mercantile Road Unit C Cleveland, Ohio APRIL 2018
The Annuity Source At Berson-Sokol Agency, Inc. 200 Mercantile Road Unit C Cleveland, Ohio 44122 1-800-4-6000 216-464-142 Guggenheim Life and Annuity Best B++ Weiss B- A Guggenheim Partners Company 0 Day
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