Flexible Premium Annuities

Earn More For You!

   
   
   
   
   

10 - Year Non-Qualified & Qualified (including Roth) Flexible Premium Annuity Tax-Deferred

  • 4.50% APY for the first year
  • Yield includes First Year bonus of 1.75%
  • Rate subject to change after the first year
  • Flexible Premium: Low minimum initial premium of $300 year
  • or $25 month
  • Single Premium: Low minimum deposit of $1,000
  • 10 year surrender charge after the free 15% withdrawal (10, 9, 8, 7, 6, 5, 4, 3, 2, 1, 0)
  • Medical expense benefit withdrawal allowed (no fee)
  • Terminal illness benefit (no fee)
  • Nursing home benefit (no fee)

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8 - Year Non-Qualified & Qualified (Including Roth) Flexible Premium Annuity Tax-Deferred

  • 4.25% APY for the first year
  • Yield includes First Year bonus of 1.25%
  • Rate subject to change after the first year
  • Flexible Premium: Low minimum initial premium of $300 year
  • or $25 month
  • Single Premium: Low minimum deposit of $1,000
  • 8 year surrender charge after the free 15% withdrawal (8, 7, 6, 5, 5, 4, 3, 2, 1, 0)
  • Medical expense benefit withdrawal allowed (no fee)
  • Terminal illness benefit (no fee)
  • Nursing home benefit (no fee)

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5 - Year Non-Qualified & Qualified (including Roth) Flexible Premium Annuity Tax-Deferred

  • 4.00% APY for the first year Yield includes First Year bonus of 1.00%
  • Rate subject to change after the first year
  • Flexible Premium: Low minimum initial premium of $300 year
  • or $25 month
  • Single Premium: Low minimum deposit of $1,000
  • 5 year surrender charge after the free 15% withdrawal (9, 7, 5, 3, 1, 0)
  • Medical expense benefit withdrawal allowed (no fee)
  • Terminal illness benefit (no fee)
  • Nursing home benefit (no fee)

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All annuity plans offered by Western Catholic Union have the following benefits:

  • Supported by high investment quality bonds
  • No annual administration fees, no sales charge
  • May be annuitized at any time and at no charge
  • Single Premium Deferred Annuities may be added to within the first 90 days of issue.
  • Rates for new issue annuities are subject to change at any time.