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Annuity Rates
Investors Heritage
Heritage Builder 7
3.65
%
7
Year Term
Get Appointed
Carrier Information
Company Name
Investors Heritage
Product Name
Heritage Builder 7
AM Best Rating
B+ Good
Carrier Websites
Carrier Portal
Carrier 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
7
Years
Brochure
Download
Not Available In
NY, PR, VI
Surrender Schedule
9%, 8%, 7%, 6%, 5%, 4%, 3%
Product Details
Year 1 Rate
3.65
%
Year 2+ Rate
3.65
%
Rate Effective Date
April 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.
Get Contracted
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)