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Upstream Life


Secure Legacy 3-Year


A MYGA with a 3-year fixed rate and a 3-year surrender period.
This product is not available in *** *** *** *** *** *** *** *** ***

Ratings
  A.M. Best :  NR  

Rates
The interest rate is guaranteed for 3 years
Surrender charges last 3 years
Last Rate Change: xx/xx/xxxx
Next Rate Change: xx/xx/xxxx
  Previous Rates
xx/xx/xxxx
Current Rates
xx/xx/xxxx
  RateBonus Yield to
Surrender
RateBonus Yield to
Surrender
Band 10,000+   ****   *****   *****   ****   *****   ***** 


Premium Bonus
- none -

Policy Notes


The Upstream Life Secure Legacy MYGA is an industry leading single premium fixed annuity, offering a multi-year guaranteed interest peri --[ subscription required to view full text ]--

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Provisions
Free Look Period: ****
(Free look period may vary by state)
Rate Lock Protection: ****
Bail Out Provision Available: ***
*** *** ***: ****
Loan Provision Available: ***
*** *** ***: ****
Tax Sheltered: ***
Market Value Adjustment: ***
MRD: ***
Front-End Fee: ***
Annual Maintenance Fee: ***
Return of Premium Available: ***
Death Benefit is: *** ****
Premiums
  Non-Qual Qualified
Min Single Premium: **** *******
Max Single Premium:
Age < xx: **** *******
Age > xx: **** *******
Payroll Deduction: **** ****
Min Added Premium: **** ****
Flexible Premiums ******* : ****  
Min Single Premium Impaired: ****** ******
Min Single Premium Period Certain: ****** ******
 
Age Restrictions
  Min Age Non-Qual Qualified
Owner:   ***** *****
Annuitant: ***** ***** *****
Impaired:   ***** *****
Annuitization Age:   ***** *****

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Systematic Withdrawals


Systematic withdrawals are ***** ** *** ****** ****
*****************: **** ****** **** *****

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MVA Explanation

The Market Value Adjustment is the factor by which We adjust --[ subscription required to view full text ]--
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Commissions
Effective date of commission schedule: 08/01/2019
Commissions are ******* ** ***** *** ** ******* **** ***** ******* **** ***** ****** **** **** ** ******* *****.
Secure Legacy 3-Year
Up to age 80  
Initial Premium: ****

Related Information

Other Upstream Life Products

MYGA
Secure Legacy 10-Year
Secure Legacy 10-Year 81+
Secure Legacy 15-Year
Secure Legacy 15-Year 81+
Secure Legacy 3-Year 81+
Secure Legacy 5-Year
Secure Legacy 5-Year 81+
Secure Legacy 7-Year
Secure Legacy 7-Year 81+

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