Annuity Comparison

Company Fixed Product Length of Time 5 Year Interest Rate 7 Year Interest Rate 10 Year Interest Rate
Pacific Life Index Edge 5, 7, 10 Years 4% 4.25% 4.30%
Prudential WealthGuard Multi-Year Guaranteed Annuity 5, 7, 10 Years 4.20% 4.30% NA
Athene MaxRate 5, 7 Years 5.05% 5.05% NA
Mutual of Omaha Ultra Premier 5, 7 Years 4.50% 4.65% NA
Lincoln MYGuarantee Plus 5, 7, 10 Years 4.55% 4.55% 4.55%
Jackson RateProtector 5, 7 Years 4.50% 4.50% NA
American Pathway 5, 7 Years 4.60% 4.60% NA
MassMutual Ascend Secure Gain 5, 7 Years 4.45% + 0.25% bonus 4.49% + 1% bonus NA
Company Indexed Product Length of Time S & P 500 Option Cap/ Par Rates 5 Years Cap/ Par Rates 7 Years Cap/ Par Rates 10 Years
Pacific Life Index Edge 5, 7, 10 Years 1-Year Point-to-Point Cap 8.05% 8.65% 8.70%
Prudential Surepath 7, 10 Years S&P 500 3-Year Term NA 25% Cap/ 35% Par 28% Cap/ 40% Par
Performance Elite Plus 7, 10 Years 1-Year S&P 500 Point-to-Point Cap Index Strategy With Charge NA 12% 8.50%
Lincoln OptiBlend 5, 7, 10 Years 1-Year S&P 500 Point-to-Point with Cap 7% 7.50% 7.50%
MarketProtector Advisory 5, 7, 10 Years 1-Year S&P 500 Annual Point-to-Point 9.25% 9.65% 9.70%
Index Protector 5, 7 Years 1 Year S&P 500 Annual Point-to-Point with Cap 11.25% 9.75% NA


We can also calculate your retirement income needs over the phone.

https://www.askebsa.dol.gov/lia/ = Lifetime Income Calculator. Contact us if you need assistance.