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Annuity of the Week: FG Guarantee-Platinum 3

FG Guarantee-Platinum 3

Fidelity & Guaranty’s FG Guarantee-Platinum 3 is a Single Premium, Multi-year Guaranteed Annuity with a 3 Year Interest Rate Guarantee, an MVA Provision, and a 3 Year Surrender Charge Period.

  • Minimum Premium:  $20,000
  • Max Issue Age:  90
  • Annual Contract Fee:  N/A
  • Free Withdrawal Amount:  Interest Only
  • Surrender Charge Period:  3 years
  • Waivers:  Terminal Illness Waiver, Nursing Home Waiver, Market Value Adjustment, Annuitization Waiver

3 Year Rate ($20,000+)

2.65%

Do you have clients looking for a higher return than their local bank CD?  Time to get their money off the sidelines.  Give us a call today!  973-435-3784

To see an annuity illustration, e-mail the following details to sdunn@madisonbrokerage.com:

  • Client name:
  • DOB:
  • Premium:
  • State:
  • Qualified/NQ:

Get Started Today!

*Not Available in MT, NY, PR, VI
**Renewal Feature:  At the end of any guarantee period, contract holders will have a 30-day window to withdraw some or all of their account value free of surrender charges and MVA. Beyond the 30-day window, a new set of surrender charges, identical to those in the initial guarantee period, will apply. Unless there is a full surrender, this renewal process will continue until annuitization or death.