The KSKJ Life Window Annuity** difference:
After the first year, you can take advantage of our flexible options:
– You can withdraw the total accumulated funds without a surrender charge.
– Continue the contract for the remaining 4 years at the assigned renewal rate.
– Open a new contract for a 1-year fixed interest rate or deposit to another annuity.
Whether your focus is on retirement, securing your savings, or to find a better option for a CD that is coming due, we can help!
*Based on national average of a 60-month bank-issued CD as of October 18, 2021. Source: FDIC.gov.
** A 5-year deposit deferred contract with a guaranteed interest rate for one (1) year. After the first year, the owner may withdraw up to 10% of the accumulated value each contracted year, while surrender charges may apply for annual withdrawals beyond this amount for years one through five. Deposit limits exist. We are not tax advisors – please contact a tax professional. KSKJ Life, American Slovenian Catholic Union, is an Illinois fraternal benefit society located at 2349 Glenwood Ave., Joliet, IL 60435