Annuity Rates

Multi-Year Guaranteed Annuity - California Rate Sheet

Fixed annuity rates are changing, effective September 15, 2023. Below are the best fixed-rate products gaining popularity with financial advisors.

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3-YEAR ANNUITIES

Sagicor (A-)Milestone 3$100k5.15%NoYesYes
F&G (A-)Platinum 3$20k5.15%YesNo, 5.15% per yearNo
North American (A+)Guarantee Plus 3$100k5.00%YesNo, 5.00% per yearYes
Global Atlantic (A)SecureFore 3$100k5.00%YesYesNo
Athene (A)MaxRate 3$100k4.95%YesNo, 4.95% per yearYes
Sagicor (A-)Milestone 3$50k4.90%NoYesYes
Global Atlantic (A)SecureFore 3$10k4.75%YesYesNo
Athene (A)MaxRate 3$10k4.60%YesNo, 4.60% per yearYes

Ratings provided by A.M. Best

Rates are subject to change at any time.

5-YEAR ANNUITIES

F&G (A-)Platinum 5$20k5.50%YesNo, 5.50% per yearNo
Global Atlantic (A)SecureFore 5$100k5.35%YesYesNo
Athene (A)MaxRate 5$100k5.25%YesNo, 5.25% per yearYes
Sagicor (A-)Milestone 5$100k5.25%NoYesYes
Reliance Standard (A++)Eleos-MVA$10k5.15%NoYes, Year 1 tooYes
Global Atlantic (A)SecureFore 5$10k5.15%YesYesNo

Rating provided by A.M. Best

Rates are subject to change at any time.

7-YEAR ANNUITIES

F&G (A-)Platinum 7$20k5.55%YesNo, 5.55% per yearNo
Athene (A)MaxRate 7$100k5.25%YesNo, 5.25% per yearYes
American National (A)Palladium 7-Year Annuity$250k5.25%YesYes, Year 1 tooYes
Sagicor (A-)Milestone 7$100k5.20%NoYesYes
American National (A)Palladium 7-Year Annuity$100k5.10%YesYes, Year 1 tooYes
American National (A)Palladium 7-Year Annuity$5k5.00%YesYes, Year 1 tooYes

Ratings provided by A.M. Best

Rates updated on September 15, 2023 and are subject to change at any time.

For more information please call Mike Van Horn at 877.455.0119 x226 or schedule a consultation at www.fpgonline.com/mvhcal.
You can also email him at mvanhorn@fpgonline.com.