Registered Index Linked Annuity |
Allianz |
Index Advantage ADV® |
A+ |
Customizable downside protection via four different blendable strategies
|
Registered Index Linked Annuity |
Equitable |
Structured Capital Strategies PLUS® 21 |
A |
Surrender-free RILA with 9 indices
|
Registered Index Linked Annuity |
Jackson |
Market Link Pro Advisory II |
A |
Surrender-free RILA providing 1, 3, and 6-year terms with floor and buffer options. State availability varies.
|
Registered Index Linked Annuity |
Allianz |
Index Advantage Income ADV℠ |
A+ |
Customizable growth opportunity and downside protection with guaranteed lifetime income
|
Registered Index Linked Annuity |
Equitable |
Structured Capital Strategies® Income |
A |
Offers a "dual crediting" strategy and an optional living benefit for income, while being fee-friendly
|
Registered Index Linked Annuity |
MassMutual Ascend |
Index Achiever® Advisory |
A++ |
Surrender-free RILA for managing short-term volatility |
Registered Index Linked Annuity |
Midland National® |
Oak Elite ADV℠ |
A+ |
Surrender-free RILA with health-activated trigger, offering 1, 3, and 6-year terms |
Deferred Income Annuity |
Integrity Life |
IncomeSource® Select |
A+ |
Deferred income product eligible for QLAC classification
|
Fixed Index Annuity |
MassMutual Ascend |
Index Protector 7℠ |
A++ |
8% guaranteed roll-up on living benefit value, and advisory fee does not impact benefit base |
Fixed Index Annuity |
Jackson |
MarketProtector Advisory® |
A |
Surrender-free FIA
|
Fixed Index Annuity |
MassMutual Ascend |
Index Protector 4℠ |
A++ |
FIA with no market value adjustment |
Fixed Index Annuity |
MassMutual Ascend |
Index Protector 5 MVA℠ |
A++ |
Surrender-free FIA with multiple participation rate strategies issued up to age 90 |
Fixed Index Annuity |
Pacific Life |
Pacific Index Advisory℠ |
A+ |
FIA with optional enhanced death benefit
|
Fixed Index Annuity |
Midland National® |
Midland National Capital Income℠ |
A+ |
FIA with ability to double income payments for up to 5 years with health-related trigger
|
Fixed Index Annuity |
Midland National® |
IndexMax Adv℠ |
A+ |
Accumulation-focused FIA featuring a BlackRock ESG index
|
Fixed Index Annuity |
Corebridge Financial |
Power Index Advisory® |
A |
Fixed index annuity with two guaranteed lifetime withdrawal benefits
|
Fixed Index Annuity |
Pacific Life |
Pacific Advisory Fixed Indexed Annuity |
A+ |
FIA with free withdrawals and customizable interest-earning options
|
Fixed Index Annuity |
Allianz |
Retirement Foundation ADV® |
A+ |
Provides an increasing income option for clients who anticipate a greater income need later in retirement
|
Fixed Index Annuity |
Security Benefit |
ClearLine |
A- |
Provides access to exclusive Avantis Barclays VC Index. No surrender charge
|
Multi-Year Guaranteed Annuity |
Integrity Life |
MultiVantage® |
A+ |
4, 5, 7, and 10 year MYGA with a 1% interest rate enhancement in the first year.
|
Multi-Year Guaranteed Annuity |
Midland National® |
Oak ADVantage℠ |
A+ |
MYGA with 3-, 5-, and 7-year durations, and a $50K minimum investment
|
Multi-Year Guaranteed Annuity |
Guaranty Income Life Insurance Company |
Guaranty Rate Lock™ |
B++ |
MYGA with 3–10-year durations, and three rate bands based on premium
|
Multi-Year Guaranteed Annuity |
MassMutual Ascend |
Advantage 5℠ Advisory |
A++ |
MYGA with 5-year duration and $50K minimum investment |
Multi-Year Guaranteed Annuity |
Pacific Life |
Pacific Harbor |
A+ |
MYGA with 3- and 5-year duration and $25K minimum investment. No surrender, MVA only.
|
Multi-Year Guaranteed Annuity |
American Life |
Fee-Based MYGA |
B++ |
MYGA with 3- and 5-year duration and $10K minimum investment |
Multi-Year Guaranteed Annuity |
Aspida |
Aspida Advisory MYGA |
A- |
MYGA with multiple durations, including a 2 year option for shorter-term investment |
Multi-Year Guaranteed Annuity |
Corebridge Financial |
American Pathway Advisory |
A |
MYGA with 3, 5, and 7-year durations, three rate bands based on premium, and MVA
|
Multi-Year Guaranteed Annuity |
Security Benefit |
Advanced Choice |
A- |
Provides a 4-year guaranteed interest rate, with no surrender charge
|
Single Premium Immediate Annuity |
Integrity Life |
IncomeSource® |
A+ |
Issued up to age 95 with multiple annuitization options
|
Variable Annuity |
TIAA |
The Intelligent Variable Annuity® |
A++ |
Lowest-cost variable annuity on the market for accounts over $500K, includes Vanguard and DFA funds
|
Variable Annuity |
Security Benefit |
EliteDesigns® |
A- |
Exclusion ratio applied on withdrawals without annuitization
|
Variable Annuity |
Equitable |
Investment Edge® 21 ADV |
A |
No M&E annuity offers optional investment segments with defined protection, and an exclusion ratio on withdrawals
|
Variable Annuity |
Ameritas |
Advisor No-Load VA |
A |
Offers Vanguard and DFA funds and includes ROP
|
Variable Annuity |
Jackson |
Perspective Advisory II® |
A |
Several living and death benefit options with complete investor freedom
|
Variable Annuity |
Pacific Life |
Pacific Odyssey® |
A+ |
ROP included in pricing, and living benefits can be added after issue
|
Variable Annuity |
Transamerica |
Variable Annuity I-Share II |
A |
Low-cost VA with an optional protected growth living benefit
|
Variable Annuity |
Pacific Life |
Pacific Advisory Variable Annuity |
A+ |
Advisory fee-friendly annuity with a guaranteed minimum withdrawal benefit
|
Variable Annuity |
Jackson |
Retirement Investment Annuity |
A |
Features investment freedom and a living benefit with pricing based on the phase of the policy
|
Variable Annuity |
Protective |
Protective Investors Benefit Advisory Variable Annuity |
A+ |
Allows advisory fee without impacting the living benefit value
|
Variable Annuity |
Lombard International |
Private Placement VA |
A- |
Non-traditional investments within a tax-deferred account for the high-net-worth client
|
Fixed Annuity |
Corebridge Financial |
Assured Edge® Advisory |
A |
7-year fixed annuity with a GLWB
|