Tuesday, February 21, 2017

Good News: IUL rates are going up

 

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IUL Rate Changes Effective February 22

Good news.
We are increasing caps and participation rates, and in turn maximum illustrated rates are increasing.

The new rates apply to FlexLife, FlexLife II, SecurePlus Advantage 79, Ultra Select and LifeCycle Solution:

  • S&P 500 Cap Focus strategy – Cap from 12.00% to 12.50% (Max illustrated rate from 6.95% to 7.14%)
  • S&P 500 Participation Rate Focus strategy – Cap from 9.75% to 10.00% (Max illustrated rate from 6.29% to 6.43%)
  • S&P 500 Point-to-Average strategy – Participation Rate from 110% to 120% (Max illustrated rate from 6.55% to 7.13%)
  • S&P 500 No Cap strategy – Participation Rate from 55% to 60% (Max illustrated rate from 6.29% to 6.85%)
  • MSCI Point-to-Point strategy – Cap from 10.75% to 11.25% (Max illustrated rate from 5.84% to 6.07%)


We will begin illustrating these new rates on February 22, 2017.

One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com

 

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Administrative Office: National Life Group 1 National Life Drive Montpelier, VT 05602 USA
Sales Desk: 800-906-3310
nationallife.com

You are receiving this email as a contracted agent or representative of National Life Group.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of the National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in NY and does not conduct insurance business in NY.
 

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