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| Company | Overall Score Sort ascending | Product | Return on Base | Income Base Bonus | Rider Fee | Payout Ratio (Agw 65) | Free Withdrawal | Surrender Period (Years) | Rating comdex | Index A | Index A 10 yrs Return on Value ( highest/Lowes/Most Recent) | Index A Return on Base (Most Recent 10 yrs) | Index B | Index B 10 yrs Return on Value ( highest/Lowes/Most Recent) | Index B Return on Base (Most Recent 10 yrs) | Date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Athene | 95.00 | Agility 10 | 7.16% | 20.00% | 0.00% | 5.00% | 10.00% | 10 | 78.00 | AI Powered US Equity Index | 4.41% / 3.25% / 3.78% | 5.16% | BNP Paribas Multi Asset Diversified 5 Index | 5.88% / 4.21% / 5.35% | 7.16 | |
| Nationwide | 91.00 | New Heights 9 | 7.00% | 10.00% | 1.10% | 4.51% | 7.00% | 9 | 90.00 |
J.P. Morgan Mozaic II |
1.62% / 0.50% / 0.68% | 7.00% | S&P 500 | 3.03% / -0.28% / 0.75% | 7.00 | |
| Global Atlantic | 86.00 | Income 150+ SE | 10.64% | 0.00% | 1.05% | 4.25% | 10.00% | 10 | 74.00 | Franklin US Index | 5.97% / 3.86% / 5.97% | 10.64% |
PIMCO Balanced Index |
2.75% / 1.49% / 2.75% | 7.60 | |
| American National | 82.00 | Strategy Indexed Plus 10 | 7.20% | 0.00% | 1.00% | 5.00% | 10.00% | 10 | 78.00 | S&P500 One Year Total Sum | 6.24% / 0.94% / 5.58% | 7.20% | S&P 500 One Year Point to Point at 50% Participation | 4.38% / 2.10% / 3.85% | 7.20 | |
| MassMutual | 82.00 | Index Horizons with GLWB | 5.86% | 0.00% | 1.00% | 4.00% | 10.00% | 7 | 98.00 | S&P 500 | 3.65% / 3.28% / 3.51% | 5.86% | MSCI EAFE | 2.96% / 2.10% / 2.10% | 5.86 | |
| Athene | 77.00 | Ascent Pro 10 Bonus | 5.19% | 10.00% | 1.00% | 3.95% | 10.00% | 10 | 78.00 |
Janus SG Market Consensus Index II |
% / % / % |
BNP Paribas Multi Asset Diversified 5 Index |
% / % / % | |||
| Allianz | 76.00 | 222 | 5.59% | 10.00% | 0.00% | 4.75% | 10.00% | 10 | 94.00 | PIMCO Tactical Balanced ER | 4.20% / 2.09% / 4.04% | 5.97% | Bloomberg US Dynamic Balance II ER | 3.37% / 2.09% / 3.37% | 5.04 | |
| Delaware Life | 75.00 | Retirement Chapters 10 | 8.31% | 5.00% | 0.95% | 5.00% | 10.00% | 10 | 52.00 | Firs Trust Capital Strength Barclays | 4.32% / 3.94% / 4.32% | 8.26% | S&P 500 | 2.44% / 2.04% / 2.44% | 6.76 | |
| Prudential | 72.00 | SurePath Income | 6.19% | 5.00% | 1.00% | 4.05% | 10.00% | 10 | 95.00 | S&P 500 | 1.81% / 1.55% / 1.81% | 6.19% | Goldman Sachs Voyager | 4.42% / 2.81% / 3.52% | 6.19 | |
| Global Atlantic | 67.00 | Choice Income II 10 | 6.82% | 0.00% | 1.05% | 4.25% | 10.00% | 10 | 74.00 | Franklin US Index | 6.37% / 4.24% / 6.37% | 6.05% |
PIMCO Balanced Index |
3.55% / 2.08% / 3.55% | 6.05 |