IAMS Blog

On The Move - November 5, 2024 - Insurance Agency Marketing Services

Written by Webmaster | Nov 5, 2024 11:48:23 AM

November 8, 2024 – Effective Date of Change

National Life Group

Fixed Indexed Annuity

FIT Secure Growth 5,000+

  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 10% 
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2% 
  • Declared Rate:  Rate: 3.5%
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 170%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 170%
  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 13% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 2.8% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 220%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 220%

FIT Select Income – Max Bonus 5,000+

  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 10% 
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2% 
  • Declared Rate:  Rate: 3.5%
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 195%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 195%
  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 13% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 2.8% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 245%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 245%

FIT Select Income – Split Bonus 5,000+

  • Declared Rate:  Rate: 3.5%
  • 1-Year S&P 500 Annual Point to Point with Cap:  Cap 10% 
  • 1-Year Global Balanced SG Annual Point to Point with PR:  Part Rate 195%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR:  Part Rate 195%
  • 1-Year S&P 500 Annual Point to Point with Cap and Rate Booster:  Cap 13% 
  • 1-Year Global Balanced SG Annual Point to Point with PR and Rate Booster:  Part Rate 245%
  • 1-Year US Fundamental Balanced Annual Point to Point with PR and Rate Booster:  Part Rate 245%
  • 1-Year S&P 500 Monthly Sum Cap:  Cap 2% 
  • 1-Year S&P 500 Monthly Sum Cap and Rate Booster:  Cap 2.8% 

November 11, 2024 – Effective Date of Change

SILAC

MYGA

  • Secure Savings 2 Year 10,000+  2.60%
  • Secure Savings 3 Year 10,000+  3.15%
  • Secure Savings 5 Year 10,000+  3.45%
  • Secure Savings Elite 2 10,000+  3.90%
  • Secure Savings Elite 2 (FL) 10,000+  3.15%
  • Secure Savings Elite 3 10,000+  4.50%
  • Secure Savings Elite 3 (FL) 10,000+  3.50%
  • Secure Savings Elite 5 10,000+  4.75%
  • Secure Savings Elite 5 (FL) 10,000+  3.75%