IRAs

With APY’s up to 4.25%, our IRAs are tough to beat (and so is your potential for growth). 

 

 

Traditional IRA

APY up to 4.25%

  • Minimum Deposit $5,000 – Maximum $300,000
  • Additional deposits are accepted through the life of the policy with decreasing surrender charges.
  • Interest Rate guaranteed for the 1st year.
  • 10% annual ISDA penalty-free withdrawal is available after the 1st year plus 5% Fraternal Benefit penalty free withdrawal.
  • Fraternal benefit package waives the declining penalty in case of serious illness or nursing home confinement.

Roth IRA

APY up to 4.25%

  • Minimum Deposit $5,000 – Maximum $300,000
  • Additional deposits accepted through the life of the policy with decreasing surrender charges.
  • Interest Rate guaranteed for the 1st year.
  • 10% annual ISDA penalty-free withdrawal is available after the 1st year plus 5% Fraternal Benefit Penalty free withdrawal.
  • Fraternal Benefit Package waives the declining penalty in case of serious illness or nursing home confinement.

Coverdell

A

Also known as an Educational Savings Account, Coverdell allows you to build savings for your child’s or grandchild’s future. Plus, there are numerous tax benefits to using a Coverdell.

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