Milestone MYGA is a single premium, tax-deferred fixed annuity with no front-end charges or annual fees. It features guaranteed credited interest rates, built-in surrender charge waivers and a 3-, 4-, 5-, 6- or 7-year guarantee period.2

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Principal protection

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Guaranteed fixed
credited interest rate

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Choice of 3, 4, 5, 6, or 7 contract years

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10% penalty-free withdrawals beginning in contract year two

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  • 15 days to 90 years (applies to owner and annuitant) with a minimum single premium of $15,000

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Product Basics

Retirement

  • Protection from Market Losses (Standard)
  • Laddering Strategy for Growth (Standard)

Client Rates

Process Guides

About Us

1Milestone MYGA is only available in California.
2Withdrawals made prior to age 59½ are subject to ordinary income taxation and a 10.00% tax penalty.