Fixed Indexed Annuity

Platinum Edge

Nationwide Life Insurance Company

10%

Free W/D

47

States

Nationwide Platinum Edge is a fixed annuity that lets you lock in guaranteed interest rates over your chosen timeline while allowing flexible access to your money. It's designed for people who want safety and growth without market risk as they approach or enter retirement.

Free Withdrawal

10%/yr

Available In

47 states

Min Premium

$2,000

Surrender

10 years

Key Features

Multiple Guarantee Periods

3, 4, 5, 6, 7, 8, 9, or 10 years

Choose from eight different interest rate periods ranging from 3 to 10 years; longer periods typically offer higher rates

Principal Protection

100% guaranteed

Your initial investment and earned interest are guaranteed not to decrease as long as you don't withdraw during the guarantee period

Tax-Deferred Growth

100% tax deferral

All earnings grow tax-free, allowing compound interest to work longer without annual tax liability

Penalty-Free Withdrawal Access

10% annual access or specific waivers

Withdraw up to 10% of your contract value per year without surrender charges; also includes waivers for nursing home confinement, death, or annuitization after 2 years

Income Options

Life, period certain, or joint survivor options

Annuitize your contract to receive guaranteed income for life, for a specific period, or jointly with a surviving spouse

No Annual Fees

$0 annual cost

No administrative fees, management fees, or annual contract fees; only potential surrender charges apply if you withdraw above the free amount

Flexible Contributions

$10,000 initial (nonqualified) or $2,000 (IRA); $1,000 subsequent

Open with a minimum deposit and add money later with lower subsequent investment minimums

Probate Avoidance

Direct transfer to named beneficiary

Name a beneficiary and bypass the probate process; assets transfer directly to your chosen beneficiary

Highlights

1

Choose from eight guaranteed interest rate periods (3-10 years) to match your timeline

2

Your principal and interest rates are fully guaranteed as long as you don't withdraw early

3

Access up to 10% of your contract value penalty-free each year for emergencies

4

Tax-deferred growth means your earnings compound without annual tax drag

5

Convert your savings into lifetime income whenever you're ready through annuitization

Surrender Schedule

Yr 1

5%

Yr 2

5%

Yr 3

4%

Yr 4

4%

Yr 5

3%

Yr 6

3%

Yr 7

2%

Yr 8

2%

Yr 9

1%

Yr 10

1%

After

0%

Nursing home waiver, RMD waiver

Best For

People nearing or in retirement who want guaranteed growth, principal protection, and the option to create lifetime income without market risk exposure.

Consider Alternatives If

Those who may need immediate access to all their money within the next few years, or investors seeking exposure to market growth and willing to accept volatility.

Carrier Ratings

A.M. BestA+
Moody'sA1
Standard & Poor'sA+

Free Comparison Report

Get a personalized Platinum Edge illustration

See year-by-year projections for your specific age, premium, and income goals.

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