February 4, 2025
Illustration Rates Changed January 31
Yearly backcast update, as required by regulation.
On Friday, January 31, we updated our life and annuity illustrations. This is an industry-wide change, as required by regulation.
Annuity illustrated rates will now show the period of 2015-2024. Participation rates and caps are not currently changing.
Indexed universal life insurance illustrations use a 65-year period and will be updated to include 2024. Participation rates for Balanced Trend and US Pacesetter increased.
Future changes to cap and/or participation rates will result in changes to the maximum illustrated at that time.
Past performance is no guarantee of future results.
Log in to the agent portal and check the National Life Group Illustration System to see the new rates.
