Milestone MYGA, a fixed annuity with no annual contract fees, is for conservative retirement savers who want principal protection and growth opportunities via guaranteed credited interest rates.1 Clients can choose a guarantee period of 3 to 7 contract years.

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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

View interest crediting strategies and rates

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

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Product Basics

Product Videos

Prospecting Tools

Retirement

  • Steps for Retirement Readiness (Fillable)
  • Protection from Market Losses (Standard)
  • Laddering Strategy for Growth (Standard)

Tax Efficiency

  • Diversify Your Portfolio with Life Insurance and Annuities
    (Fillable | Standard)
  • A Secure Way to Build Savings (Fillable | Standard)
  • Consumer Rate Half Page Ad – Color (Fillable)
  • Consumer Rate Half Page Ad – B/W (Fillable)
  • Consumer Rate Quarter Page Ad – Color (Fillable)
  • Consumer Rate Quarter Page Ad – B/W (Fillable)

Process Guides

About Us

1 Withdrawals made prior to age 59½ are subject to ordinary income taxation and a 10.00% tax penalty.