Explore SBLI Annuities - TaxSaver Freedom II® Annuity
Single Premium, Tax Deferred Annuity with Multi-year Rate Guarantees
|
TaxSaver Freedom II® - 3 Year Plan |
| 1.60% |
1st year Rate Guarantee |
| 1.60% |
Years 2 through 3 Rate Guarantee | |
|
TaxSaver Freedom II® - 5 Year Plan |
| 3.50% |
1st year Rate Guarantee |
| 2.50% |
Years 2 through 5 Rate Guarantee | |
|
TaxSaver Freedom II® - 7 Year Plan |
| 5.00% |
1st year Rate Guarantee |
| 3.00% |
Years 2 through 7 Rate Guarantee | |
- Effective Annual Yield Guarantee Period (1.60% for 3 Year plan, 2.70% for 5 Year plan, 3.29% for 7 Year plan)
- No front end loads or annual fees.
- $2,000 Minimum (qualified funds)
- $5,000 Minimum (non qualified funds)
- Market Value Adjustment (MVA)
- Maximum Total: $500,000
- Maximum Issue Age 85.
- Surrender Charges:
7 Year Guarantee (8%, 7%, 6%, 5%, 4%, 3%, 2%, 1% 0%).
5 Year Guarantee (8%, 7%, 6%, 5%, 4%, 0%).
3 Year Guarantee (8%, 7%, 6%, 0%).
- Annual free withdrawals up to 10%.
- Terminal Illness Rider Included
- Nursing Home Facility Rider
The Rate Guarantees are effective for contracts issued as of 03/09/10 (subject to change)*.
The TaxSaver Freedom II® tax deferred annuity is issued and guaranteed by The Savings Bank Life Insurance Company. Annuities are not FDIC insured, are not bank deposits, are not obligations of, nor guaranteed by the selling bank or its affiliates, and may lose value.
TaxSaver Classic 3 Annuity
TaxSaver Classic 5 Annuity
TaxSaver Classic 7 Annuity
TaxSaver Prestige Plus Annuity
TaxSaver Freedom® I Annuity
*See a Licensed SBLI Representative for Details.
