Multi-Year Guaranteed Annuities

No-load Multi-Year Guaranteed Annuities (MYGAs) on the RetireOne platform offer RIAs and their clients protection against losses with a guaranteed, fixed rate of return. These solutions are interest-rate sensitive, but may offer insurance features, and tax-deferred growth. They are favored by conservative investors seeking fairly predictable outcomes.

Rates

Features

Fees/Expenses

Limits

Literature

wdt_ID	Term	Rate	Solution Type	Insurance Company	Product	AM Best Rating
1	3	5.05	Multi-Year Guaranteed Annuity	Midland National® Life Insurance Company	OAK ADVantage 3 $50,000+ [MVA, FEE BASED]	A+ (SUPERIOr)
19	3	5.60	Multi-Year Guaranteed Annuity	American Life	American Life Fee-Based MYGA 3 $10,000+ [MVA, FEE BASED]	B++ (GOOD)
25	3	5.40	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 3 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)
26	4	5.45	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 4 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)
27	5	5.60	Multi-Year Guaranteed Annuity	American Life	American Life Fee-Based MYGA 3 $10,000+ [MVA, FEE BASED]	B++ (GOOD)
28	5	5.50	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 5 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)
29	5	5.10	Multi-Year Guaranteed Annuity	Midland National® Life Insurance Company	OAK ADVantage 5 $50,000+ [MVA, FEE BASED]	A+ (SUPERIOR)
30	6	5.50	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 6 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)
31	7	5.50	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 7 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)
32	7	5.15	Multi-Year Guaranteed Annuity	Midland National® Life Insurance Company	OAK ADVantage 7 $50,000+ [MVA, FEE BASED]	A+ (SUPERIOR)
33	8	5.50	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 8 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)
34	9	5.50	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 9 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)
35	10	5.50	Multi-Year Guaranteed Annuity	Gainbridge	SteadyPace 10 $1000+ [MVA, FEE BASED]	A- (EXCELLENT)

Rates as of 10/30/2024. Please speak with your RetireOne rep to confirm the advertised rates above.

Rate guarantees are subject to the claims paying ability of the issuing insurance company.

wdt_ID	Insurance Company	Product	Solution Type	Return of Premium Death Benefit	Investment Options/Crediting Methods	Fund Families	Fixed Account Availability	Ultra Low-Cost Funds	Surrender Penalty	Lifetime Income Benefit	Penalty Free Withdrawals	Systematic Withdrawals	Dollar-Cost Averaging
1	Allianz Life	Index Advantage ADV℠	Registered Index-Linked Annuity	included in M&E charge	4	N/A	No	No	Yes	No	Yes	Yes	No
2	Allianz Life	Retirement Foundation ADV℠	Fixed Index Annuity		4	N/A	Yes	N/A	Yes	Yes	Yes	Yes	No
3	Ameritas	Advisor No-Load VA	Variable Annuity	included in M&E charge	65	15	Yes	DFA & Vanguard	No	No	Yes	Yes	Yes
4	Ameritas	Compass SPIA	Single Premium Immediate Annuity		N/A	N/A	Yes	N/A	No	Yes	Yes	N/A	No
6	Ameritas	Advisor II VUL	Variable Universal Life		N/A	N/A	N/A	N/A	No	N/A	N/A	N/A	N/A
7	Ameritas	Value Plus Term Life Insurance	Term Life Insurance		N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
10	MassMutual Ascend	Index Protector℠ 7	Fixed Index Annuity		5	N/A	Yes	N/A	Yes	Yes	Yes	Yes	No
11	Nationwide	Advisory Variable Universal Life	Variable Universal Life	N/A	140+	35+	No	Yes	No	N/A	N/A	Yes	Yes
12	Symetra	Advisory Edge	Fixed Index Annuity		2	N/A	Yes	N/A	Yes	No	Yes	Yes	No
13	Symetra	Advisory Income Edge	Fixed Index Annuity		N/A	N/A	Yes	N/A	Yes	Yes	Yes	Yes	No
14	TIAA Life	Intelligent Variable Annuity	Variable Annuity	0.10%	66	20	No	DFA & Vanguard	No	No	Yes	Yes	Yes
15	TIAA Life	Investment Horizon	Multi-Year Guaranteed Annuity		N/A	N/A	Yes	N/A	Yes	No	No	N/A	No
17	Transamerica	I-Share II Variable Annuity	Variable Annuity	0.10%	68	9	Yes	Vanguard (a)	No	Yes	Yes	Yes	Yes
18	Jackson	Jackson Retirement Investment Annuity^SM	Variable Annuity	0.20%	110	31	Yes	Yes	No	Yes	Yes	Yes	Yes
20	Jackson	Perspective Advisory II^®	Variable Annuity	0.20%	146	35	Yes	Yes	No	Yes	Yes	Yes	Yes
21	Jackson	Marketprotector Advisory^SM	Fixed Index Annuity		2	N/A	Yes	N/A	No	Yes	Yes	Yes	No
22	MassMutual Ascend	Index Protector 5 MVA℠	Fixed Index Annuity		5	N/A	Yes	N/A			Yes	Yes
23	MassMutual Ascend	Index Protector 4℠	Fixed Index Annuity		5	N/A	Yes	N/A	Yes		Yes	Yes
24	Protective Life	Investors Benefit Advisory VA	Variable Annuity	0.20%	83	12	Yes	Yes, DFA & Vanguard	No	Yes	Yes	Yes	Yes
25	Pacific Life Insurance	Pacific Odyssey®	Variable Annuity	included in M&E charge	96	19		Yes, DFA		Yes	Yes	Yes	Yes
26	Pacific Life Insurance	Pacific Index Advisory®	Fixed Index Annuity	0.40%	2	N/A	Yes	N/A	Yes	No	Yes	Yes	No
27	Midland National® Life Insurance Company	IndexMax ADV^SM 5	Fixed Index Annuity		2	N/A	Yes	N/A	Yes	No	Yes	Yes	No
28	Midland National® Life Insurance Company	IndexMax ADV^SM 7	Fixed Index Annuity		2	N/A	Yes	N/A	Yes	No	Yes	Yes	No
29	Pacific Life Insurance	Pacific Advisory Variable Annuity	Variable Annuity	0.15%	83	24	No	DFA & Vanguard	No	Yes	Yes	Yes	Yes
30	Midland National® Life Insurance Company	Constance^SM CDA	Contingent Deferred Annuity	N/A	215	18	N/A	Yes	N/A	Yes	Yes	N/A	N/A
31	Jackson	Jackson Market Link Pro^SM Advisory	Registered Index-Linked Annuity	included through age 75	50 segment options	3	Yes	N/A	No	No	Yes	Yes	No
32	Allianz Life	Index Advantage Income ADV^SM	Registered Index-Linked Annuity		31	N/A		N/A	No	Yes	Yes	Yes	No
33	American Life	American Life Fee Based MYGA	Multi-Year Guaranteed Annuity				Yes				Yes	Yes
34	Midland National® Life Insurance Company	Oak ADVantage^SM	Multi-Year Guaranteed Annuity				Yes		Yes		Yes	Yes
35	MassMutual Ascend	Advantage 5 Advisory	Multi-Year Guaranteed Annuity		No	No	Yes	No	Yes	No	Yes	Yes	No
36	Midland National® Life Insurance Company	Midland National Capital Income	Fixed Index Annuity		4	2	Yes		Yes	Yes	Yes	Yes
37	MassMutual Ascend	Index Achiever Advisory	Registered Index-Linked Annuity	included in M&E charge	10	N/A	Yes	N/A	No CDSC, but MVA		No	Yes	N/A
38	GILICO	GRL Guaranty Rate Lock	Multi-Year Guaranteed Annuity		N/A	N/A	Yes	N/A	Yes	Yes	Yes	Yes	No
39	Nationwide	Advisory Income	Single Premium Immediate Annuity	N/A	N/A	N/A	N/A	N/A	N/A	Yes	N/A	Yes	N/A
40	Nationwide	Monument Advisor	Variable Annuity	included in M&E charge	350+	50+	No	DFA, Vanguard	No	No	Yes	Yes	Yes
41	Nationwide	Advisory Retirement Income Annuity	Variable Annuity	included in M&E charge	150+	35+	No	DFA, Vanguard	No	Yes	Yes	Yes	Yes
42	Corebridge Financial	Power Index Advisory	Fixed Index Annuity	N/A	6	6	Yes	N/A	N/A	Yes	Yes	Yes	N/A
43	Corebridge Financial	Assured Edge Advisory	Fixed Annuity	N/A	N/A	N/A	Yes	N/A	N/A	Yes	Yes	Yes	N/A
44	Protective Life	Investors Benefit Advisory VUL	Variable Universal Life	N/A	43	14	Yes	Yes	No	N/A	Yes	Yes	Yes
45	Jackson	Market Link Pro^® Advisory II	Registered Index-Linked Annuity	included in M&E charge	3	5	Yes	NA	No	No	Yes	Yes	No
46	Equitable	Structured Capital Strategies PLUS 21 Series ADV	Registered Index-Linked Annuity	0.20%	84 segments, 1 VIO	1 (EQ/Money Market)	No	N/A	N/A	No	N/A	Yes	Yes
47	Equitable	Structured Capital Strategies Income ADV	Registered Index-Linked Annuity	0.20%	84 segments, 1 VIO	1 (EQ/Money Market)	No	N/A	N/A	Yes	N/A	Yes	Yes
48	Equitable	Investment Edge 21 ADV	Variable Annuity	0.20%	102 VIOs, 28 segments	20+	No	No	N/A	No	N/A	Yes	Yes
49	Pacific Life Insurance	Pacific Harbor	Multi-Year Guaranteed Annuity		1	N/A	Yes	N/A	No	No	No	Yes	N/A
50	Pacific Life Insurance	Pacific Advisory Fixed Index Annuity	Fixed Index Annuity		5	N/A	Yes	N/A	No	No	No	Yes	N/A
			Solution Type

wdt_ID	Insurance Company	Product	Solution Type	M&E Charge/Product Fee	Admin Charge	Return of Premium Death Benefit Fee	Annual Contract Maintenance or Subscription Fee†	Portfolio Expense Range (a)	Average Portfolio Expense (a)	Surrender Charge Schedule	Penalty Free %
1	Allianz Life	Index Advantage ADV℠	Registered Index-Linked Annuity	0.25%	0.00%	included in M&E charge	$50 < 100k	0.65%-0.73%	0.69%	6.5,6,5,4,3,2	10%
2	Allianz Life	Retirement Foundation ADV℠	Fixed Index Annuity	1.25%	N/A	N/A	N/A	N/A	N/A	6.5,6,5,4,3,2,1	10%
3	Ameritas	Advisor No-Load VA	Variable Annuity	0.45%	0.00%	included in M&E charge	$40 < $50k	0.15%-3.76%	0.76%	N/A	100%
4	Ameritas	Compass SPIA	Single Premium Immediate Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	None
6	Ameritas	Advisor II VUL	Variable Universal Life	0.70% years 1-15, .10% years 16+	N/A	N/A	N/A	N/A	N/A	N/A
7	Ameritas	Value Plus Term Life Insurance	Term Life Insurance	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
10	MassMutual Ascend	Index Protector℠ 7	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	7,7,7,6,5,4,3	10%
11	Nationwide	Advisory Variable Universal Life	Variable Universal Life	N/A	N/A	N/A	After protection period	N/A	N/A	N/A	N/A
12	Symetra	Advisory Edge	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	7 or 5 yr. Both 2%. Different in CA	10%
13	Symetra	Advisory Income Edge	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	7 year 2%. Different in CA	10%
14	TIAA Life	Intelligent Variable Annuity	Variable Annuity	Tiered: .50%,.35%,.25%	0.00%	0.10%	$25 < $25k	0.09%-1.37%	0.69%	N/A	100%
15	TIAA Life	Investment Horizon	Multi-Year Guaranteed Annuity	N/A	N/A	N/A	N/A	N/A	N/A	6 months of interest	Interest Only systematic
17	Transamerica	I-Share II Variable Annuity	Variable Annuity	0.20%	0.00%	0.30%, 0.60% annual step-up	$35 < $100k	0.57%-2.22%	1.02%	N/A	100%
18	Jackson	Jackson Retirement Investment Annuity^SM	Variable Annuity	0.40% if < $ 1M, 0.35% if > $ 1M	0.05%, waived in contracts over $1,000,000	0.20%	$35 ($30 in NY), waived in contracts over $50,000	0.07% - 1.81%	0.60%	N/A	100%
19	Jackson	Perspective Advisory II^®	Variable Annuity	0.45% if < $ 1M, 0.40% if > $ 1M	$ 0	0.20%	$35 if < $50k	0.15% - 1.86%	0.63%	N/A	100%
20	Jackson	Marketprotector Advisory^SM	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	100%
21	MassMutual Ascend	Index Protector 5 MVA℠	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	10%
22	MassMutual Ascend	Index Protector 4℠	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	5.6,5.6,5.6,5.6	10%
23	Protective Life	Investors Benefit Advisory VA	Variable Annuity	0.30%	N/A	0.20%	$35 < $100,000	0.11% - 1.545%	0.77%	N/A	N/A
24	Pacific Life Insurance	Pacific Odyssey®	Variable Annuity	0.15%	0.15%	included in M&E charge	$0	0.28%-2.26%	0.95%	N/A	100%
25	Pacific Life Insurance	Pacific Index Advisory®	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	5YR - 7, 6, 5, 4, 3, 0% ; 7YR - 7, 6, 5, 4, 3, 2, 1, 0%	10%
26	Midland National® Life Insurance Company	IndexMax ADV^SM 5	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	6,6,5,4,3 (may vary by state)	105
27	Midland National® Life Insurance Company	IndexMax ADV^SM 7	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	6,6,5,4,3 (may vary by state)	10%
28	Pacific Life Insurance	Pacific Advisory Variable Annuity	Variable Annuity	0.15%	0.15%	0.15%	$0	0.03% - 1.00%	0.52%	N/A	100%
29	Midland National® Life Insurance Company	Constance^SM CDA	Contingent Deferred Annuity	N/A	N/A	N/A	0.75% - 1.60%		0.38%	N/A	100%
30	Jackson	Jackson Market Link Pro^SM Advisory	Registered Index-Linked Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	100% (MVA Applicable)
31	Allianz Life	Index Advantage Income ADV^SM	Registered Index-Linked Annuity	0.95%	N/A	N/A	$50 (waived if Contract Value is at least $100,000)	N/A	N/A	N/A	10%
32	American Life	American Life Fee Based MYGA	Multi-Year Guaranteed Annuity	N/A	N/A	N/A	N/A	N/A	N/A	9,8,7,6,5,0% or 9,8,7,0%	N/A
33	Midland National® Life Insurance Company	Oak ADVantage^SM	Multi-Year Guaranteed Annuity	N/A	.75% at issue	N/A	N/A	N/A	N/A	3% every year for 3, 5, or 7-year term	Prior year’s interest only
34	MassMutual Ascend	Advantage 5 Advisory	Multi-Year Guaranteed Annuity	N/A	N/A	N/A	N/A	N/A	N/A	9, 8, 7, 6, 5	10%
35	Midland National® Life Insurance Company	Midland National Capital Income	Fixed Index Annuity	1.0%	N/A	N/A	N/A	N/A	N/A	6, 6, 5, 4, 3, 3, 2	10%
36	MassMutual Ascend	Index Achiever Advisory	Registered Index-Linked Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	No
37	GILICO	GRL Guaranty Rate Lock	Multi-Year Guaranteed Annuity	None	None	N/A	N/A	N/A	N/A	9, 8, 7, 6, 5, 4, 3, 2, 1, .5%	RMD or 5% after year 2. $250 min.
38	Nationwide	Advisory Retirement Income Annuity	Variable Annuity	0.20%	0.00%	0.15%	$0	.49%-2.31%	0.86%	N/A	100%
39	Nationwide	Monument Advisor	Variable Annuity	0.00%	0.00%	0.15%	$240	0.34%-3.56%	1.06%	N/A	100%
40	Nationwide	Advisory Income	Single Premium Immediate Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
41	Corebridge Financial	Power Index Advisory	Fixed Index Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
42	Corebridge Financial	Assured Edge Advisory	Fixed Annuity	N/A	N/A	N/A	N/A	N/A	N/A	N/A	10%
43	Protective Life	Investors Benefit Advisory VUL	Variable Universal Life	0.20% years 1-10; 0.10% years 11+	Varies	N/A	$96		0.41%	N/A	N/A
44	Jackson	Market Link Pro^® Advisory II	Registered Index-Linked Annuity	None	None	None	None	None	None	None	None
45	Equitable	Structured Capital Strategies PLUS 21 Series ADV	Registered Index-Linked Annuity	N/A	N/A	20 bps	N/A	Structured, Zero (money market is 69 bps)	Zero structured, 69 bps variable	N/A	N/A
46	Equitable	Structured Capital Strategies Income ADV	Registered Index-Linked Annuity	N/A	N/A	N/A	N/A	Structured, Zero (money market is 69 bps)	Zero structured, 69 bps variable	N/A	N/A
47	Equitable	Investment Edge 21 ADV	Variable Annuity	N/A	N/A	30 bps	N/A	0.57-2.73%	1%	N/A	N/A
			Solution Type

wdt_ID	Insurance Company	Product	Solution Type	Availability	Minimum Initial Investment	Maximum Issue Age	Max Total Contributions w/o Approval
1	Allianz Life	Index Advantage ADV℠	Registered Index-Linked Annuity	48 states (not NY,AK)	$10,000	80	$1,000,000
2	Allianz Life	Retirement Foundation ADV℠	Fixed Index Annuity	49 states (not NY)	$10,000	80	$1,000,000
3	Ameritas	Advisor No-Load VA	Variable Annuity	49 states (not NY)	$2,000	85	$1,000,000
4	Ameritas	Compass SPIA	Single Premium Immediate Annuity	50 states	$5,000 deposit or $ 50/Mo. Payout	85	$1,000,000
6	Ameritas	Advisor II VUL	Variable Universal Life	48 States (not CA or NY)	$100,000	80	$10,000,000
7	Ameritas	Value Plus Term Life Insurance	Term Life Insurance	50 States	N/A	80	N/A
10	MassMutual Ascend	Index Protector℠ 7	Fixed Index Annuity	49 states (not NY)	$100,000	85 (inherited 75)	$2M to 75, $1.5M 76-80, $1M 81+
11	Nationwide	Advisory Variable Universal Life	Variable Universal Life	48 states (Not MT or NY)	None	80	N/A
12	Symetra	Advisory Edge	Fixed Index Annuity	49 States (Not NY)	$10,000	85	$1,000,000
13	Symetra	Advisory Income Edge	Fixed Index Annuity	49 States (Not NY)	$10,000	85	$1,000,000
14	TIAA Life	Intelligent Variable Annuity	Variable Annuity	50 states	$2,500	88.5	$1,000,000
15	TIAA Life	Investment Horizon	Multi-Year Guaranteed Annuity	Not available in IL, IN, ND, OR, WA	$5,000	88.5	$500k in a calendar year
17	Transamerica	I-Share II Variable Annuity	Variable Annuity	50 states	$5k Non-Qualified; $1k Qualified	90	$1,000,000
18	Jackson	Jackson Retirement Investment Annuity^SM	Variable Annuity	50 States	$50,000	85	$2,500,000
19	Jackson	Perspective Advisory II^®	Variable Annuity	50 States	$25,000	85	$1,000,000
20	Jackson	Marketprotector Advisory^SM	Fixed Index Annuity	49 States (not NY)	$25,000	85 (80 with election of GLB)	$2,500,000
21	MassMutual Ascend	Index Protector 5 MVA℠	Fixed Index Annuity	48 states	$50,000	89 (inherited 75)	$2M to 75, $1.5M 76-80, $1M 81+
22	MassMutual Ascend	Index Protector 4℠	Fixed Index Annuity	48 States	$50,000	90 (inherited 75)	$2M to 75, $1M 81+$2M to 75, $1.5M 76-80, $1M 81+
23	Protective Life	Investors Benefit Advisory VA	Variable Annuity	50 States	$5,000	85	$1,000,000
24	Pacific Life Insurance	Pacific Odyssey®	Variable Annuity	49 states (NY has own version)	$25,000	90 (85 in NY and OK)	$1,000,000
25	Pacific Life Insurance	Pacific Index Advisory®	Fixed Index Annuity	49 states (not available in NY)	$25,000	85	$1,000,000
26	Midland National® Life Insurance Company	IndexMax ADV^SM 5	Fixed Index Annuity	47 states (more to come)	$50,000	85	$1,000,000
27	Midland National® Life Insurance Company	IndexMax ADV^SM 7	Fixed Index Annuity	47 states (more to come)	$50,000	85	$1,000,000
28	Pacific Life Insurance	Pacific Advisory Variable Annuity	Variable Annuity	50 states	$25,000	90	$1,000,000
29	Midland National® Life Insurance Company	Constance^SM CDA	Contingent Deferred Annuity	44 states + DC (not MN, MT, NY, OR, UT, WA)	$50,000	80	$2,000,000
30	Jackson	Jackson Market Link Pro^SM Advisory	Registered Index-Linked Annuity	Not available in NY, OR, NE or HI at this time	$25,000	85	$1,000,000
31	Allianz Life	Index Advantage Income ADV^SM	Registered Index-Linked Annuity	49 states (not NY)	$5,000	80	$3,000,000
32	American Life	American Life Fee Based MYGA	Multi-Year Guaranteed Annuity	AZ, CO, DC, FL, GA, HI, ID, IL, IA, IN, KS, LA, MI, MO, MT, ND, NE, NV, NM, OH, OK, OR, SD, TX, UT	$10,000	90	$1,000,000
33	Midland National® Life Insurance Company	Oak ADVantage^SM	Multi-Year Guaranteed Annuity	49 States + DC (no NY)	$50,000	90	$1,000,000
34	MassMutual Ascend	Advantage 5 Advisory	Multi-Year Guaranteed Annuity	48 states (more to come)	$50,000	89 (inherited 75)	$2M to 75, $1.5M 76-80, $1M 80+
35	Midland National® Life Insurance Company	Midland National Capital Income	Fixed Index Annuity	All States (Except NY)	$20,000	80	$1,000,000
36	MassMutual Ascend	Index Achiever Advisory	Registered Index-Linked Annuity	34 states	$0	80	2,000,000 0-75 / 1,500,000 76-80
37	GILICO	GRL Guaranty Rate Lock	Multi-Year Guaranteed Annuity	46 states (not AK, HI, ME, NY)	$10,000	100	$5,000,000
38	Nationwide	Advisory Retirement Income Annuity	Variable Annuity	50 states	$25,000	95	$3,000,000
39	Nationwide	Monument Advisor	Variable Annuity	50 states	$15,000	95	$10,000,000
40	Nationwide	Advisory Income	Single Premium Immediate Annuity	49 states, not NY	$10,000	95	$3,000,000
41	Corebridge Financial	Power Index Advisory	Fixed Index Annuity		$25,000	85 (80 with election of GLB)	$1,000,000
42	Corebridge Financial	Assured Edge Advisory	Fixed Annuity		$25,000	80	$1,000,000
43	Protective Life	Investors Benefit Advisory VUL	Variable Universal Life	All states except NY	None	80	$5,000,000
44	Jackson	Market Link Pro^® Advisory II	Registered Index-Linked Annuity	Not available in OR, NE, NY (MO, VA, NJ only offer MLPA)	$25,000	85	$2,500,000
45	Equitable	Structured Capital Strategies PLUS 21 Series ADV	Registered Index-Linked Annuity	Not all segments available in all jurisdictions	$25,000	85 (ROP death benefit max 75)	$1,500,000
46	Equitable	Structured Capital Strategies Income ADV	Registered Index-Linked Annuity	Not all segments available in all jurisdictions	$25,000	80 (HAV death benefit max 75), minimum issue age of 45	$1,500,000
47	Equitable	Investment Edge 21 ADV	Variable Annuity	Not all segments available in all jurisdictions	$25,000	85	$1,500,000

Book some Time

Our licensed experts will review a client annuity, service an existing account, or simply present an overview of the RetireOne platform.

Schedule a Meeting

Multi-Year Guaranteed Annuities

Book some Time

Important Disclosures