Selecting your account options
Indexed Accounts SecureLink Future 7 offers a diverse lineup of indexed account options and crediting methods. You may allocate dollars in any way you choose among these account options. Indexed accounts Crediting methods S&P 500® Index 1-Year Point-to-Point with Cap 2-Year Point-to-Point with Cap
Barclays All Caps Trailblazer 5 Index SG Climate Prepared Index
1-Year Point-to-Point with Participation Rate 1-Year Point-to-Point with Participation Rate
Fixed Account You may also choose to have some of your dollars allocated to the Fixed Account, 2 which is not linked to an index. This account provides the opportunity for your money to grow daily at a steady fixed-interest rate. If you make additional purchase payments to any of these options during the first six months, they will be placed into the Interim Account and will grow at a guaranteed interest rate until the Interim Account Value is transferred out into your intended account option on the first contract anniversary. 3 Flexibility to make changes If your financial needs change, or you’d simply like to allocate your money differently, you have the flexibility to make account transfers. You may change your allocation at the end of each account’s crediting period. 4
2. If you elect Achiever Lifetime Income, an optional benefit available for an additional cost, you may allocate no more than 75% of your initial purchase payment to the Fixed Account. 3. On the first contract anniversary, values in the Interim Account will be transferred out of the Interim Account and into your current allocation, with the exception of values in a 2-Year strategy. Interim Account values are not eligible for transfer into a 2-Year strategy and will be transferred to the Fixed Account, unless otherwise instructed by you. 4. Transfers will occur on the contract anniversary and can only be made into accounts that are at the end of their respective crediting periods. No transfers may be made in the middle of a crediting period. A transfer request may be made up to 21 days following the contract anniversary but will be processed as of the anniversary. Transfers will earn the renewal rate for the selected account.
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