December 21, 2023

IUL Participation Rates Are Increasing

For Balanced Trends and US Pacesetter, in all states except NY.

We 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.

TC138457(1223)1

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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 New York and does not conduct insurance business in New York.

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