Annuity Rates

Multi-Year Guaranteed Annuity - National 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

F&G (A-)Platinum 3$20k5.15%YesNo, 5.15% per yearNo
Sagicor (A-)Milestone 3$100k5.10%NoYesYes
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$50k4.85%NoYesYes
Global Atlantic (A)SecureFore 3$10k4.75%YesYesNo

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*$100k5.30%Yes No, 5.30% per yearYes
Athene (A)MaxRate 5$100k5.25%YesNo, 5.25% per yearYes
Lincoln (A+)MyGuarantee 5$100k5.25%NoYes, Year 1 tooNo
Sagicor (A-)Milestone 5$100k5.20%NoYesYes
Reliance Standard (A++)Eleos MVA$10k5.15%NoYes, Year 1 tooYes
Global Atlantic(A)SecureFore 5$10k5.15%YesYesNo

*Product only available in:
AL, AZ, AR, CO, DC, FL, IL, IN, IA, KS, KY, LA, ME, MA, MI, MS, MT, NE, NH, NM, NC, ND, RI, SD, TN, VT, VA, WV, WI & WY

Ratings 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
Global Atlantic (A)SecureFore 7$100k5.35%YesYesNo
Athene (A)MaxRate 7*$100k5.30%YesNo, 5.30% per yearYes
Athene (A)MaxRate 7$100k5.25%YesNo, 5.25% per yearYes
American National (A)Palladium 7-Year Annuity$250k5.25%NoYesYes
Sagicor (A-)Milestone 7$100k5.15%NoYesYes

*Product only available in:
AL, AZ, AR, CO, DC, FL, IL, IN, IA, KS, KY, LA, ME, MA, MI, MS, MT, NE, NH, NM, NC, ND, RI, SD, TN, VT, VA, WV, WI & WY

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.