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I’m an individual or investor looking to take action to help secure my financial future.

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I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

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Features Guide

Portfolio Director® Features Guide

Select the Series of Portfolio Director available to you through your employer retirement plan to learn key features. If you are not sure which Series you have, contact your financial advisor.

Account Maintenance FeeWithdrawal ProvisionSurrender Charges
$3.75/ quarter10% free per contract year; charges on amounts over 10%Yes

Account Maintenance FeeWithdrawal ProvisionSurrender Charges
No20% in-service transfers; Variable-no restrictionYes 

Account Maintenance FeeWithdrawal ProvisionSurrender Charges
No10% free per contract year; charges for in-service transfers to other carriers over 10%Yes (in-service transfers to other carriers) 

Account Maintenance FeeWithdrawal ProvisionSurrender Charges
No20% in-service transfers; Variable-no restrictionNo

Account Maintenance FeeWithdrawal ProvisionSurrender Charges
No10% free per contract year; charges for in-service transfers to other carriers over 10%Yes (in-service transfers to other carriers) 

Account Maintenance FeeWithdrawal ProvisionSurrender Charges
No20% in-service transfersNo

Account Maintenance FeeWithdrawal ProvisionSurrender Charges
No20% in-service transfersNo

Need help understanding some terms? Go to the Glossary.

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Get in touch with your local financial professional to learn more about Portfolio Director and how to get started. 

Investors should carefully consider the investment objectives, risks, fees, charges and expenses before investing. This and other important information is contained in the Separate Account and underlying fund prospectuses, which can be obtained from your financial professional, at www.corebridgefinancial.com/retirementservices or calling 1.800.428.2542 and following the prompts. Read the prospectuses carefully before investing. Policy Form series UIT-194, UITG-194 and UITG-194P.