Oxford Life’s Select 5 is a Single Premium Fixed Indexed Annuity with a 5 year withdrawal charge period and an MVA provision.
- Minimum Premium: $20,000
- Max Issue Age: 80
- Annual Contract Fee: n/a
- Fee Withdrawal Amount: 10% after year 1
- Optional Guaranteed Lifetime Withdrawal Benefit: Yes
Fixed Index Strategies
1 Year S&P 500 Annual Point-to-Point: 4.65%
1 Year Fixed Account Strategy: 2.10%
[Not Available in AL, MS, NY, PR, VI, VT, WV]
Do you have clients looking for a higher return than a Fixed Annuity (MYGA) or their local bank CD? Time to get their money off the sidelines. Give us a call today! 973-435-3784
To see a fixed index annuity illustration, e-mail the following details to sdunn@madisonbrokerage.com:
- Client name:
- DOB:
- Premium:
- State:
- Qualified/NQ
