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  • Statement Of Understanding Masterdex X

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Allianz Life Insurance Company of North America PO Box 59060 Minneapolis, MN 554590060 800.950.7372 Simple Income II Rider Statement of Understanding Thank you for considering the Simple Income II.

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A fixed-rate annuity provides you with a guaranteed interest rate on your initial premium deposit. An indexed annuity, on the other hand, offers the potential for higher interest rates that are determined by the performance of a specified market index, such as the Dow Jones Industrial Average or the S&P 500.

Fixed Index Annuity Problems Caps and participation rates can fluctuate, reducing the ability for consistent growth. Most lifetime income riders pay a “level” income that never increases to keep up with inflation. Most index strategies are new and complicated.

Should You Get a Fixed Index Annuity? If you're investing for the medium- or long-term, and want some market exposure with less risk, the fixed index annuity could be a good compromise. Your long-run potential return is higher than if you kept all your money in a guaranteed account, like a fixed annuity or a CD.

With Allianz MasterDex 10 Plus: Each year, you may receive indexed interest based on changes in an external market index, subject to a cap or spread. You earn a bonus on premium received in the first five contract years. Any indexed interest is locked in once a year and can never be lost due to market index declines.

The Simple Income II Rider is an optional rider available with select Allianz annuity contracts. The rider provides lifetime income – which we call simple withdrawals – based on the simple withdrawal value. You can begin taking these simple withdrawals right away, or choose to wait and take income later.

MasterDex X is a fixed equity index annuity that offers a premium bonus and a choice of fixed interest and/ or indexed interest allocations. The bonus will be credited on all premium received in the first three contract years.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232