Subject:                                                   Increased Caps on IULs

 

 

 

Increased Caps on FlexLife, PeakLife, SummitLife, and SurvivorLife IULs!

Effective January 15, cap rates on all money received for the S&P 500 Point-to-Point Cap Focus strategies will increase to 9.25%.

This increase applies to FlexLife, PeakLife, SummitLife and SurvivorLife IUL products, except in New York, where rates will remain the same.

This will bring the max illustrated rate to 5.92% when using the S&P 500 Cap Focus, Balanced Trend uncapped, and US Pacesetter uncapped strategies.

Along with this change, interest paid on Systematic Allocation and Basic Strategy on LSW Summit Life will be 2.40%.

 

Illustration systems will be updated on 01/15/2023.

 

 

 

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

 

Twitter

Facebook

LinkedIn

Blog

YouTube


Want to change how you receive these emails?
You can
update your preferences or unsubscribe from this list

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 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.

 

No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value

Not insured by any federal or state government agency

 

Guarantees are dependent upon the claims-paying ability of the issuing company.

Agent Use Only - Not For Use With The Public

 

TC130924(0123)1

Cat No 106483(0922)