PLATINUM Endowment

Retirement, and Estate Planning

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Quality Products Since 1960

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(630) 834-3794

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 5 Year Fixed Index (FIA) Annuity

The Retirement Plus MultiplierSM was created as a resource for your financial planning. Choose from 5 , 7 or 10 year Annuity. 

Opportunity for growth is increased with this fixed index annuity compared to fixed-rate alternatives. Accrued revenue is tax-deferred, therefore taxes are not paid on interest until a withdrawal is made.

The most popular index is the Goldman Sachs Motif Aging of America Dynamic Balance Index, created by Goldman Sachs & Co. LLC (In the last 12 months, the 5 Year Annuity using 1-year point to point with no rider earned 5%.)

Funds may be allocated through a variety of diverse index crediting strategies and a fixed rate option. Increases to index crediting strategies happen simultaneously to market growth. Credits are applied to the contract’s accumulation value conditional to either a participation rate or percentage cap.

Your wealth is protected against the potential market downturn. The interest rate is guaranteed if the market flatlines or dips negative, your credited dividends are protected against a loss. 

                                                   Goldman Sachs

      Index Crediting Strategy                      No Rider  Growth Rider  Income Multiplier

1-year with point-to-point participation     75.00%       125.00%         75.00%

3-year with point-to-point participation   140.00%       200.00%        140.00%

                      In the last 12 months, the 5 year Annuity using 1-year point to point with no rider earned 5%.


For more information, fill out the contact form or schedule a phone appointment using my calendly.