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Investors Heritage
Investors Heritage

Heritage Builder 3

2.75
%
3
Year Term
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Carrier Information

Company Name
Investors Heritage
Product Name
Heritage Builder 3
AM Best Rating
B+ Good
Carrier Websites
Carrier PortalCarrier Website
Carrier Phone
800-422-2011
Product Description
  • Available for issue ages 0-90.
  • Competitive interest rates guaranteed for 3-year, 5-year or 7-year contracts.
  • Minimum of $25,000 is required for initial investment.*
  • Maximum of $2,000,000 investment allowed.
  • Funds from rollovers and qualified plans, IRAs, Roth IRAs & conversions, and Non-qualified funds are eligible.
  • Access to funds with free withdrawal options.
  • Accumulated interest available after 30 days.
  • RMDs available after six months.
  • Up to 10% of Account Value available after 1 year.
  • Up to 50% of Account Value available after one year with the Nursing Home Waiver, subject to eligibility.

Product Overview

Product Type
MYGA
Term
3
Years
Brochure
Download
Not Available In
NY, PR, VI
Surrender Schedule
9%, 8%, 7%

Product Details

Year 1 Rate
2.75
%
Year 2+ Rate
2.75
%
Rate Effective Date
June 1, 2023
Minimum Investment
25000
Maximum Investment
1000000
Maximum Age
90
RMD
Yes
Market Value Adjustment
No
Withdrawal Allowance
After the first contract year, there is an opportunity each year to withdraw up to 10% of the contract value penalty-free.
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Disclaimer: Rider deductions offered on some products. Rates may vary with certain states. Some products not available in certain states (refer to carrier product state availability grid)
This website is for agent use only. Not for public use or distribution.
New Horizons Insurance Marketing
122 W. Prairie Ave. Suite 200
Decatur, IL 62523
Phone: 888-780-7676
Fax: 217-233-0280

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