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Index Edge Limited-Premium

Product Information

Company name: Transamerica
Production date:
Production score:
Product type: wlti
Income base annual return: 8.43
Income base bonus: 0.00
Surrender period: 10
Product rider fee: 0.75
Product payout ratio: 4.50
Free Withdrawal: 10.00
Index A S&P 500
Recent 10 years return on base:
8.43
Recent 10 years return value:
4.99
Best 10 years return on value:
4.99
Best 10 years return on value:
4.99
Worst 10 years return on value:
2.44
 
Product notes for rider:
Protected Payment Base: An amount used to determine the lifetime annual withdrawal amount (protected payment amount). The initial protected payment base will equal the total purchase payments received within 60 days after contract issue. If you withdraw more than the lifetime annual withdrawal amount, the protected payment base may be reduced by more than the amount taken. The protected payment base is not available for withdrawal.
Product notes payout ratio:
4.5%, 59.5-64; 5%, 65-69; 5.5%, 70-79; 6.5%, 80+