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Ordinary Whole Life
 
The Slovak Catholic Sokol offers 5 Whole Life Plans that fit your family's financial needs. MORE
 
 
  Annuities

The Slovak Catholic Sokol offers 2 tax deferred annuities that provides sound retirement savings with the benefit of taxed deferred interest.
 
 

 

Annuities:

 

Single Premium Deferred
Flexible Annual Premium Deferred

 

Annuity Q & A:

 

What is an annuity?
What are single and flexible premiums?
What is a deferred annuity?
Who can I contact?
 
 
 
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Current Interest Rate - 4.00%

Featured Annuity

 
Product Name : Flexible Annual Premium Deferred
Description :

Annuity in which the initial deposit is due on the issue date and any additional deposits can be made anytime there after.

Minimum Premium : $200.00
Maximum Deposit : $150,000.00
Issue Age : 16 - 80

 

 
  Annuities
 
Single Premium Deferred Minimum Premium:   $2,000
  Maximum Deposit: $150,000
  Issue Age:   16 - 80

Is a one premium annuity, where the deposit is due on the issue date.

  • The principal is guaranteed
  • The Slovak Catholic Sokol may adjust the the tax deferred interest rate. However, the rate cannot drop below the guaranteed rate of 3%
  • The Cash Value is equal to the premium deposited plus the interest accumulated on the deposited premium
  • Withdraws maybe taken anytime prior to the annuity start date, but the withdraw must be at least $100
  • There is a surrender charge for any withdraws taken from a certificate in force less than 5 years. (See Surrender Charge Schedule)
  • On the annuity start date members will begin receiving monthly incomes based on chosen income options; Fixed Period, Life, or Interest Payments
For more information, contact the Home Office or local lodge representative today.

Flexible Annual Premium Deferred Minimum Face Amount:   $200
  Maximum Deposit: $150,000
  Issue Age:   16 - 80

 

Annuity in which the initial deposit is due on the issue date and any additional deposits can be made any time there after.

  • The principal is guaranteed
  • The Slovak Catholic Sokol may adjust the the tax deferred interest rate. However, the rate cannot drop below the guaranteed rate of 3%
  • The Cash Value is equal to the premium deposited plus the interest accumulated on the deposited premium
  • Withdraws maybe taken anytime prior to the annuity start date, but the withdraw must be at least $100
  • There is a surrender charge for any withdraws taken from a certificate in force less than 5 years. (See Surrender Charge Schedule)
  • On the annuity start date members will begin receiving monthly incomes based on chosen income options; Fixed Period, Life, or Interest Payments
For more information, contact the Home Office or local lodge representative today.

 
 
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