Calculator

Surrender Charge Estimator

Estimate potential surrender charges on SPGA contracts based on guarantee period and years elapsed.

Contract Details

07+
Surrender Charge
7%
$7,000
Net Value After Charge
$93,000
Free Withdrawal Amount (10%)
$10,000
Annual penalty-free access

Full Surrender Schedule — 7-Year Guarantee

YearSurrender ChargeCharge AmountNet Value
Year 17%$7,000$93,000
Year 26%$6,000$94,000
Year 35%$5,000$95,000
Year 44%$4,000$96,000
Year 53%$3,000$97,000
Year 62%$2,000$98,000
Year 71%$1,000$99,000
Year 8+0%$0$100,000

Actual surrender charges vary by contract. This calculator provides estimates based on standard SPGA schedules. Contact us for specific contract terms.