Upstream Life
Upstream Life

Secure Legacy 3-Year

6.00
%
3
Year Term
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Carrier Information

Company Name
Upstream Life
Product Name
Secure Legacy 3-Year
AM Best Rating
NA
Carrier Websites
Carrier Phone
Product Description

Upstream Life offers a variety of annuities, including multi-year guaranteed fixed annuities with maturities of three, five, seven, ten, fifteen, and twenty years. These products provide risk free, guaranteed positive returns, eliminating financial market risks and volatility. Upstream annuities are designed to ensure our client’s financial future and provide income throughout retirement, securing the peace of mind needed to enjoy life after a successful career.

Product Overview

Product Type
MYGA
Term
3
Years
Brochure
Not Available In
AL, AK, CA, CT, FL, GA, HI, IA, KS, KY, ME, MA, MI, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, VT, VA, WA, WI
Surrender Schedule
10%, 9%, 8%

Product Details

Year 1 Rate
6.00
%
Year 2+ Rate
6.00
%
Rate Effective Date
February 5, 2024
Minimum Investment
10000
Maximum Investment
1000000
Maximum Age
90
RMD
Market Value Adjustment
Yes
Withdrawal Allowance
Accumulated interest: lump sum, or equal monthly or quarterly payments.
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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)