Principal protection
Guaranteed fixed
credited interest rate
10% penalty-free withdrawals beginning in contract year two2
Nursing Home and Terminal Illness
penalty-free withdrawals2
- 15 days to 90 years (owner and annuitant)
- $25,000 minimum premium
| Guarantee Period | |||||
|---|---|---|---|---|---|
| Contract Year | 3-Year | 4-Year | 5-Year | 6-Year | 7-Year |
| 1st | 9% | 9% | 9% | 9% | 9% |
| 2nd | 8% | 8% | 8% | 8% | 8% |
| 3rd | 7% | 7% | 7% | 7% | 7% |
| 4th | - | 6% | 6% | 6% | 6% |
| 5th | - | - | 5% | 5% | 5% |
| 6th | - | - | - | 4% | 4% |
| 7th | - | - | - | - | 3% |
Product Basics
Sales Concepts
- Current MYGA Rates
- Laddering Strategy for Growth
- Annuity Portfolio Flyer (Standard | Fillable)
- Renewal Rate Philosophy Flyer
Rates and Crediting Strategies
Product Basics
Retirement
Client Rates
- Client Rate Flyer (Fillable | Standard)
- Client Rate Half Page Ad – Color (Fillable)
- Renewal Rate Philosophy Flyer
Process Guides
About Us
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Milestone Max MYGA is not available in California. However, Sagicor’s Milestone Multi-Year Guaranteed Single Premium Deferred Annuity (Milestone MYGA) remains available in California. Withdrawals made prior to age 59½ are subject to ordinary income taxation and a 10.00% tax penalty. |