North American Charter Plus FIA Enhancements
Charter Plus FIA enhancements
- Up to 2% increase in premium bonuses1
- 10-year: 10% bonus (high band) / 7% bonus (low band)
- 14-year: 12% bonus (high band) / 8% bonus (low band)
- 13 new index options
- S&P, Morgan Stanley, Fidelity, and Goldman Sachs indexes available
- Crediting methods now aligned with our popular VersaChoice and Performance Choice FIAs
- Illustrates up to 12.62% on 10-year high band
Note: Enhanced crediting methods with strategy charges are now available on Charter Plus.
New training is required. Visit RegEd and use the training code 23SFGNAC_03 to take training today.
1. Premium bonus may vary by annuity product, premium band and surrender charge period selected and may be subject to a premium bonus recapture. Products that have premium bonuses may offer lower credited interest rates, lower index cap rates, lower participation rates and/or greater index margins than products that don’t offer a premium bonus. Over time and under certain scenarios the amount of the premium bonus may be offset by the lower credited interest rates, lower index cap rates, lower participation rates and/or greater index margins.