IUL Participation
Rates Are Increasing
For Balanced
Trend and US Pacesetter, in all states except NY.
National Life Group will be raising participation
rates on Balanced Trend and US Pacesetter index crediting
strategies, starting with the 1/14/24 sweep date. Both are
low-volatility indexes that have no caps and a 0% floor. The rates
will increase in all states, except NY.
- Balanced Trend
participation rates will increase from 210% to 215%
- US Pacesetter
participation rates will increase from 225% to 235%
The increases will not affect maximum illustrated
rates, because those are based on the S&P 500, our benchmark
index. However, you will see the impact of the new participation
rates in the Hypothetical
Returns by Strategy table in the illustration.
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