Sagicor Milestone Max – Guaranteed Growth with MYGA Simplicity and Flexibility
At Diversified Insurance Brokers, we help individuals secure retirement strategies built around safety, stability, and growth. The Sagicor Milestone Max Multi-Year Guaranteed Annuity (MYGA) delivers guaranteed interest rates and flexible liquidity—ideal for conservative investors or retirees looking to lock in predictable returns.
Whether you’re rolling over retirement accounts or investing non-qualified funds, this product offers simplicity, control, and peace of mind for the years ahead.
Choose Your Term Length and Lock In Your Rate
The Milestone Max offers multiple guarantee periods—3, 4, 5, 6, or 7 years—so you can tailor your annuity to match your personal financial timeline. At the time of publication of this article, interest rates are competitive across all term lengths, giving you the option to balance duration and yield.
Once you lock in your fixed rate, your account will grow steadily—without any exposure to market risk.
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Access to Funds Without Penalties
The Milestone Max provides up to 10% penalty-free withdrawals annually after the first year—giving you access to a portion of your funds while still preserving your contract.
It also includes:
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Nursing Home Waiver
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Terminal Illness Waiver
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RMD Waiver (for qualified accounts)
These provisions help ensure flexibility during difficult times and make this annuity especially retirement-friendly.
Maturity Options and Legacy Planning
At the end of your selected guarantee period, you’ll have several options:
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Renew into a new guaranteed term
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Withdraw funds penalty-free
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Convert to an income stream for retirement
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Transfer funds to another annuity strategy
In the event of death, your beneficiaries will receive the full contract accumulation value, helping preserve wealth and simplify estate planning.
Who It’s a Good Fit For
The Milestone Max MYGA is ideal for:
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Individuals nearing retirement who want guaranteed growth
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Investors who prefer no market volatility
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People with IRAs or other retirement accounts looking for safe rollovers
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Anyone looking for a short- to mid-term fixed-rate option with liquidity
Whether you’re moving funds from a 401(k), IRA, or brokerage account, Milestone Max offers a safe and stable home for your retirement savings.
Backed by Sagicor and Delivered by Experts
Sagicor Life Insurance Company brings strong financial backing and a track record of disciplined management. When combined with the personalized guidance of Diversified Insurance Brokers, you gain more than a MYGA—you gain a strategy aligned with your retirement goals.
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