How Does 9.75%* Guaranteed Sound?

With inflation, extreme market volatility, and overall economic uncertainty your clients face:

• A risk of low returns with equity market cap and participation rates.
• Standard fixed rate options in FIAs being well below inflation.

An outlook like this has led one carrier to increase the effective rate on the fixed rate crediting strategy to 9.75% for one of their 10-year FIAs. This applies to newly issued policies only.

After the first year*, the fixed rate option will return to a normalized level, but the policyholder will have the ability to allocate all or any part of its money to the traditional annual capped or participation rate strategies being offered by this carrier at the time. 

*THIS IS A SPECIAL INTRODUCTORY EFFECTIVE RATE AND IS IN PLACE FOR THE FIRST CONTRACT YEAR ONLY. EFFECTIVE RATES FOR SUBSEQUENT CONTRACT YEARS WILL LIKELY BE LESS. NOT AVAILABLE IN THE STATE OF NORTH CAROLINA.

Fill out the form or call 800.852.7152 for more info!