What is point-to-point crediting in an annuity? | Patriot Plans
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Annuity Basics

What is point-to-point crediting in an annuity?

Point-to-point crediting is a method of calculating indexed annuity interest. Interest is calculated based on the change in the index from the beginning to the end of a crediting period (typically 1 year). If the index gains, you earn interest up to the cap rate. If the index declines, you earn 0%.

Key Points

  • Point-to-point: interest based on index change from beginning to end of crediting period
  • Crediting period: typically 1 year
  • If index gains: earn interest up to cap rate
  • If index declines: earn 0%
  • Most common crediting method for indexed annuities