Explore TaxSaver Freedom® Annuities
Single Premium, Tax Deferred Annuity with Multi-year Rate Guarantees
|
TaxSaver Freedom® Plus - 3 Year Plan |
| 1.55% |
1st year Rate Guarantee |
| 1.55% |
Years 2 through 3 Rate Guarantee | |
|
TaxSaver Freedom® Plus - 5 Year Plan |
| 4.00% |
1st year Rate Guarantee |
| 2.00% |
Years 2 through 5 Rate Guarantee | |
|
TaxSaver Freedom® Plus - 7 Year Plan |
| 4.70% |
1st year Rate Guarantee |
| 2.70% |
Years 2 through 7 Rate Guarantee | |
- Effective Annual Yield for Guarantee Period (1.55% for 3 Year plan; 2.40% for 5 Year plan; 2.99% for 7 Year plan)
- No front end loads or annual fees.
- $2,000 Minimum (qualified funds)
- $5,000 Minimum (non qualified funds)
- Principal Guaranteed
- 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% (after year one of contract).
The Rate Guarantees are effective for contracts issued as of 03/09/10 (subject to change)*.
Annuities offered by SBLI are not deposits, are not insured by the FDIC/NCUA or any other Federal Government Agency, are not obligations of, nor guaranteed by any bank or credit union, and may lose value.
TaxSaver Classic 3 Annuity
TaxSaver Classic 5 Annuity
TaxSaver Classic 7 Annuity
TaxSaver Prestige Plus Annuity
TaxSaver Freedom® I Annuity
TaxSaver Freedom II® Annuity
*See a Licensed SBLI Representative for Details.
