Single Premium Deferred Annuity

Single Premium Deferred Annuity

A promise for reliable growth

A Single Premium Deferred Annuity (SPDA) can be the right tool when you are ready to reduce risk and provide predictable returns to your financial outlook.

Specifications
Specifications

Manage risk. Know your rate

Ideal for shielded, short-term growth, a SPDA provides guaranteed fixed rates of return for five years, regardless of market performance. For single deposits of $10,000 or more, this type of fixed annuity grows your wealth simply and dependably.

Control over your next move.

At the end of the term, you have options:

  • Leave your SPDA at current rates, there is nothing you need to do.
  • Create an income stream for retirement.
  • Transfer funds to a new account.
  • Withdraw your funds penalty-free.

Connect. Protect. Impact.

Join a member-owned, not-for-profit financial services company, connecting  people of faith, protecting their future and generously impacting parishes, schools and communities.

Key Features

  • Guaranteed rates of return for five years
  • Shielded from market risk
  • No service or annual fees
  • Minimum $10,000 deposit
  • Up to 10% withdrawals allowed

Product Information Sheets

To request a personalized product information sheet for Single Premium Deferred Annuities, email our sales support team at sales@trustedfraternallife.org. Please include the product name, brand, headshot and the contact information you would like on the sheet.

Important Advisories

Single Premium Deferred Annuity ICC10 SPDA-5, ICC10 SPDA-5 SPN, 2019 SPDA-5 FL and 2019 SPDA-5 FL SPN. 

15-0051-05/25

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