Fixed Indexed Annuity (Performance-Triggered) Solver

Underwrite binary trigger crediting strategies paying a high fixed interest rate (e.g. 9.25%) whenever the reference index generates non-negative returns (>= 0.00%) over the 1-year holding period.

Principal & Trigger Rate Specs

Initial Annuity Premium Invested ($ USD)

S&P 500 1-Year Market Performance (% - e.g. +0.45%)

Contractual Fixed Trigger Rate Credited (% - e.g. 9.25%)

Credited Interest & Protected Balance

Interest Credited to Contract at Policy Anniversary

+$46,250 Credited Cash Interest

New Protected Account Principal Floor

$546,250 Locked Balance (Trigger Condition Met)

Effective Annual Compound Credited Yield

9.25% Fixed Credited Rate