Did You Hear the News? New RetireMax Secure (MYGA)

Starting August 24, more clients are now able to benefit from locking in a guaranteed interest rate with RetireMax Secure (not available in NY). They also have more options than ever before.

Here’s what’s new:

• Minimum deposit of $25,000 means more clients can buy this MYGA
• Choice of 3-year or 5-year rate guarantee period
• Market Value Adjustment (MVA) options that offer a higher rate (Learn about MVA)
• Rate banding, with a higher rate starting at $100,000
• 60-day rate lock instead of a 90-day rate lock

RetireMax Secure will continue to offer all the benefits loved by clients today.

• Guaranteed interest rate for a set number of years
• Interest compounds
• Protected from market risk
• Access to money
• No fees or expenses

Learn about annuity transfers

Important

You must complete Annuity Training before selling the new RetireMax Secure products. Log on to agent portal and start the training at: https://www.nationallife.com/agent/training/product-training/annuities.

View Rates & Transition Rules

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