Upcoming Change to Income Annuity with Premium Return Max Issue Age Effective 03/01/21

Effective March 1, 2021, we will be lowering the maximum issue age for our Income Annuity with Premium Return product from age 85 to 75. This change will allow us to continue offering the Income Annuity with Premium Return product to clients up to age 75 at more competitive rates.

• Transition Rules:
  Only applications that have been signed by February 28, and received in the Home Office by March 8th will be accepted. The money on these applications must also be received within our published rate lock policies.
• Marketing Materials:
  The Income Annuity with Premium Return Highlight Sheet is being updated with the new issue age range and will be available to order through your normal supply channels beginning February 1.

For more information regarding our available annuity products, please refer to our Fixed Annuities Product Portfolio.