Flexible Premium Deferred Annuities | Catholic Financial Life

Flexible Premium Deferred Annuities

Flex Annuities

 

   Flex 2 Annuity

  • Flexible-premium deferred fixed annuity
  • Access your money after two years without a surrender charge*
  • Competitive current rates
  • Add additional funds at any time
  • Start this annuity for as little as $50 per month (minimum $300 initial deposit)

 

 

   Flex 6 Annuity

  • Flexible-premium deferred fixed annuity that offers safety, growth and security for your retirement account
  • Competitive current rates
  • Start this annuity for as little as $50 per month (minimum $300 initial deposit)
  • No surrender penalties after six years*
  • May withdraw* up to 10 percent of your funds, surrender-charge-free after the first year
  • Add additional funds at any time

     

Flex 10 Annuity

  • Happy Younger Senior CoupleFlexible-premium deferred fixed annuity that lets you maximize your retirement account
  • Competitive current rates
  • Start for as little $50 per month (minimum $300 initial deposit)
  • Withdraw* up to 10 percent of your funds free after the first year
  • Add additional funds at any time
  • After 10 years, no surrender penalties*

 

 

Flex 2 Annuity

Flex 6 Annuity

Flex 10 Annuity

Current rates guaranteed
for first two years
.2
Current rates guaranteed
for first year.2
Current rates guaranteed
for first year.2
Access your money after 2 years
without penalty. 3
Access your money after 6 years
without penalty. 3
Access your money after 10 years
without penalty. 3
Tax Qualification: Qualified (IRA, Roth, SEP) or non-qualified
Withdraw 10% of funds each year without penalty after the first year.3

Higher guaranteed rate
for the first two years
Minimum Guaranteed rates
set at issue

Higher guaranteed rate
for the first two years
Minimum Guaranteed rates
set at issue

Higher guaranteed rate
for the first two years
Minimum Guaranteed rates
set at issue

Available up to age 90 Available up to age 90 Available up to age 90

1 Subject to limitations.  2Renewal rates may be more or less. The initial guaranteed rate depends on the amount of the annuity balance. Rates will not fluctuate below the minimum guaranteed rate per each annuity contract. The guaranteed minimum interest rate may vary but will never be lower that 1.25% in any year. 3Withdrawing money from a annuity prior to age 59 1/2 may subject the owner to an IRS imposed 10% penalty on the taxable portion of any premature distribution. Consult with a qualified tax advisor.

 

 

 

Products are not available in all states. *Withdrawing money from an annuity prior to age 59 ½ may subject owner to an IRS imposed 10% penalty on any premature distribution. Please check with a qualified tax advisor for additional information. Prospective members have the right to obtain a copy of the Buyer’s Guide to Annuities and a Preliminary Contract Summary prior to any annuity sale. Flex 2 Annuity Policy Form# ICC10 FDPA-2; 2010 FPDA-2 AR; 2010 FPDA-2 AZ; 2010 FDPA-2 CT; 2010 FPDA-2 IL; 2010 FPDA-2 ND; 2010 FPDA-2 SD. Flex 6 Annuity Policy Form# ICC10 FDPA-6; 2010 FPDA-6 AR; 2010 FPDA-6 AZ; 2010 FDPA-6 CT; 2010 FPDA-6 IL; 2010 FPDA-6 ND; 2010 FPDA-6 SD. Flex 10 Annuity Policy Form# ICC10 FDPA-10; 2010 FPDA-10 AR; 2010 FPDA-10 AZ; 2010 FDPA-10 CT; 2010 FPDA-10 IL; 2010 FPDA-10 ND; 2010 FPDA-10 SD.

Or call our Insurance Solutions Team at
1-800-965-2547 to learn more about our products and services.

 

For questions about your existing coverage, please call our member service center at
1-800-927-2547.

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