FIA Pro

Index & Annuity Calculator

Index Annuity Calculator

Initial Premium Amount ($):

Premium Bonus (%):

Choose Period (From - To Year):

Cap Rate Strategy:

Custom Annual Cap Rate (%):

Advisor Fee (% for S&P 500):

Calculation Results

Payment #	Calendar Year	S&P 500 Growth (%)	Advisor Fee (%)	Net S&P 500 Growth (%)	FIA Credited Growth (%)	S&P 500 Value ($)	FIA Value ($)

*The rates used in this calculator are for illustrative purposes only and may vary depending on the product and company. Please consult with a financial advisor for personalized recommendations.

**Disclaimer:** The 9.09% average cap rate suggested here is based on a historical review of annual cap rates over the past three decades (1995–2023). Past performance is not indicative of future results.