Main Office:
2401 Sardis Road North, Suite 110
Charlotte, NC 28227
Texas Office:
9441 Lyndon B. Johnson Fwy Suite 512
Dallas, TX 75243
Mississippi P&C Office:
180 Canal Place
Philadelphia, MS 39350
Rate Adjustments from American Equity and National Life Group
American Equity
Rate Adjustment on GuaranteeShield™ 3 & 5, effective January 10
American Equity is proud to offer simple, transparent products at competitive rates within the industry. They remain committed to helping their contract owners protect their retirement dollars.
GuaranteeShield 3 & 5 Rates
American Equity will be making changes to their rates on GuaranteeShield 3 & 5 fixed annuities. These changes are effective Wednesday, January 10.
For clients to qualify for the current rates, applications along with cash or 1035/Transfer paperwork must be received by 5:00 p.m. CST on January 9, 2024, and transfer funds must be received by 5:00 p.m. CST on February 9, 2024.
|
Premium Band |
3 Year |
3 Year |
5 Year |
5 Year |
|
$10,000-$99,999.00 |
5.10% |
4.90% |
5.35% |
5.15% |
|
$99,999.01-$249,999.00 |
5.35% |
5.15% |
5.60% |
5.40% |
|
$249,999.01 and higher |
5.45% |
5.25% |
5.65% |
5.45% |
American Equity thanks you for your continued business. If you have any questions, please call Sales Support at 888-647-1371. To get updated sales materials and order custom ad slicks, log into their agent site.
* Rates are set at issue and subject to change. *
* Annuity Contract and Rider issued under form series ICC20 BASE-SPDA, ICC20 SPDA-5, ICC20 SPDA-3, ICC20 R-EBR and state variations thereof. Availability may vary by state. *
* Guarantees are based on the financial strength and claims paying ability of American Equity and are not guaranteed by any bank or insured by the FDIC. *
National Life Group
Growth Annuities Get Higher Rates!
Help clients save more with higher participation and cap rates.
The new year kicks off with great news for your clients — participation and cap rates on growth annuities are up:
Effective 12/29/2023
- Participation and cap rates increased for Zenith Growth (7 & 10) and Growth Driver (7 & 10)
Effective 01/08/2024
- FIT Secure Growth participation rates and caps will increase