March 21, 2024

Illustration Rates Changing March 30

Yearly backcast update, as required by regulation.

On Saturday, March 30, we will update our life and annuity illustrations. This is an industry-wide change, as required by regulation.

Annuity illustrated rates will now show the period of 2014-2023. Participation rates and caps are not changing at this time.

Indexed universal life insurance illustrations use a 65-year period and will be updated to include 2023. Participation rates and caps are not changing at this time. 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 on March 30 and check the National Life Group Illustration System to see the new rates.

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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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