FIA Uncapped Performance Trigger Solver

Underwrite modern performance-triggered fixed indexed annuities that credit a predetermined fixed return whenever the linked underlying market index finishes positive over the crediting year.

Annuity Premium & Trigger Rate

Initial Annuity Principal Invested ($ USD)

Contractual Positive Year Trigger Rate (% - e.g. 8.25%)

Historical Positive Index Years (Out of 10 Years - e.g. 7 yrs)

10-Year Protection & Compounded Value

10-Year Compounded Ending Annuity Balance

$870,240 Guaranteed Value

Total Protected Interest Earned (0% Downside Losses)

+$370,240 Interest Credited

Effective 10-Year Annualized CAGR

5.70% Annualized Net CAGR