National Western Rate Change Announcement
|
Fixed Annuity Rates |
|||
| Plan |
1st Year Rate |
1st Year Additional Interest |
1st Year Yield |
| 01-1129-11 NWL Protector One® |
2.30% |
1.00% |
3.30% |
| 01-1160-10 NWL Accumulator Five® |
2.30% |
5.00% |
7.30% |
| 01-1161-10 NWL Prevail Seven® |
2.30% |
7.00% |
9.30% |
|
Indexed Annuity Rates |
||||
| Plan |
1st Year |
1st Year |
1st Year |
1st Year |
| 01-1144 NWL® Global Lookback |
1.15% |
1.45% |
2.00%* |
4.00%* |
| 01-1160-10 NWL® IMPACT 7 |
1.05% |
1.85% |
2.00%* |
3.45% |
| 01-1161-10 NWL® IMPACT 7S |
1.05% |
1.85% |
2.00%* |
3.45% |
| 01-1162-10 NWL® IMPACT 10 |
1.50% |
1.80% |
2.00% |
3.00% |
|
Indexed Annuity Rates |
|||||
| Plan |
1st Year |
1st Year |
1st Year |
1st Year |
1st Year |
| 01-1135 NWL Ultra Classic® |
2.70% |
- |
2.70% |
0.25% |
2.65% |
| 01-1136 NWL Ultra Benefit® |
1.30% |
5.00% |
6.37% |
2.25% |
1.10% |
| 01-1137 NWL Ultra Future® |
2.30%* |
10.00% |
12.53%* |
0.85% |
2.25%* |
| 02-1137-04-WA NWL Ultra Future® |
2.75% |
2.00% |
4.80%* |
0.15% |
2.65% |
| 01-1141-06 NWL® Ultra Value |
2.75%* |
2.00% |
4.80%* |
0.15% |
2.65% |
|
Indexed Annuity Renewal Rates |
||
| Plan |
Asset Fee |
Cap Rate |
| 01-1135 NWL Ultra Classic® |
1.35% |
2.00% |
| 01-1136 NWL Ultra Benefit® |
1.35% |
2.00% |
| 01-1137 NWL Ultra Future® (Excluding WA, DE, MA, MN, IL, IN, NJ, & PA) |
1.35% |
2.00% |
| 01-1137-04-WA NWL Ultra Future® (WA, DE, MA, MN, IL, IN, NJ, & PA only) |
1.35% |
2.00% |
| 01-1141-06 NWL® Ultra Value |
1.35% |
2.00% |
|
Indexed Annuity Renewal Rates |
||||
| Plan |
Asset Fee |
Cap Rate |
Cap Rate |
Asset Fee |
| 01-1144 NWL® Global Lookback |
1.45% |
2.00% |
4.00%* |
1.75% |
| 01-1160-10 NWL® IMPACT 7 |
0.95% |
2.00% |
3.15% |
1.70% |
| 01-1161-10 NWL® IMPACT 7S |
0.95% |
2.00% |
3.15% |
1.70% |
| 01-1162-10 NWL® IMPACT 10 |
0.95% |
2.00% |
3.15% |
1.70% |
|
Indexed Annuity Renewal Rates |
||
| Plan |
Participation Rate |
Cap Rate |
| 01-1126 NWL® Liberty Classic |
45.00% |
2.50% |
| 01-1127 NWL® Liberty Challenge |
45.00% |
2.50% |
| 01-1128 NWL® Liberty Champion |
45.00% |
2.50% |
| 01-1117 Confidence Index 2000 |
50.00% |
N/A |
| 01-1117XF Confidence Index 2000-FL |
50.00% |
N/A |
If you have specific questions or concerns, please call WealthVest at 877.595.9325.
For Agent Use Only – This document has not been approved under the advertising laws of your state for dissemination to individual purchasers.
NWL Protector One®, NWL Accumulator Five®, NWL Prevail Seven®, NWL Ultra Classic®, NWL Ultra Benefit®, NWL Ultra Future®, NWL® Ultra Value, NWL® Liberty Classic, NWL® Liberty Challenge, NWL® Liberty Champion, NWL® Global Lookback, NWL® IMPACT 7, NWL® IMPACT 7S, and NWL® IMPACT 10 are issued by National Western Life Insurance Company®, Austin, Texas and may not be available in all states.
*No Change
