Explore SBLI Annuities - SBLI TaxSaver Freedom II®
Single Premium, Tax Deferred Annuity with Multi-year Rate Guarantees
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SBLI TaxSaver Freedom II® - 3 Year Plan |
| NOT AVAILABLE AT THIS TIME |
| |
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SBLI TaxSaver Freedom II® - 5 Year Plan |
| 1.65% |
1st year Rate Guarantee |
| 1.25% |
Years 2 through 5 Rate Guarantee | |
|
SBLI TaxSaver Freedom II® - 7 Year Plan |
| 3.50% |
1st year Rate Guarantee |
| 1.50% |
Years 2 through 7 Rate Guarantee | |
- Effective Annual Yield Guarantee Period (1.33% for 5 Year plan, 1.79% for 7 Year plan)
- No front end loads or annual fees.
- $2,000 Minimum (qualified funds)
- $5,000 Minimum (non qualified funds)
- Market Value Adjustment (MVA)
- Guaranteed Minimum Interest Rate of 1.00% (Subject to change)
- Maximum Total: $500,000
- Maximum Issue Age 85.
- Surrender Charges:
7 Year Guarantee (8%, 7%, 6%, 5%, 4%, 3%, 2%, 1% 0%).
5 Year Guarantee (8%, 7%, 6%, 5%, 4%, 0%).
3 Year Guarantee (8%, 7%, 6%, 0%).
- Annual free withdrawals up to 10%.
- Terminal Illness Rider Included
- Nursing Home Facility Rider
The Rate Guarantees are effective for contracts issued as of 10/19/10 (subject to change)*.
SBLI Annuities offered by Vantis Life are not FDIC insured, are not bank deposits, are not obligations of, nor guaranteed by the selling bank or its affiliates, and may lose value.
TaxSaver Classic 3 Annuity
TaxSaver Classic 5 Annuity
TaxSaver Classic 7 Annuity
TaxSaver Prestige Plus Annuity
TaxSaver Freedom® I Annuity
TaxSaver Freedom® Plus Annuity
*See a Licensed Vantis Life Agent for Details.
