Fixed Indexed Annuity

Secure Growth

Nationwide Life Insurance Company

10%

Free W/D

A single-purchase deferred fixed annuity that offers guaranteed interest rates and tax-deferred growth, designed for long-term retirement savings with the flexibility to create lifetime income or access your money when needed.

Free Withdrawal

10%/yr

Available In

0 states

Min Premium

$10,000

Surrender

7 years

Key Features

Guaranteed Interest Rates

3-year, 4-year, 5-year, or 7-year terms available

Your principal and interest rate are guaranteed for your chosen period (3, 4, 5, or 7 years), and you receive renewal rates after each period expires.

Tax Deferral

Can build significantly larger account value over 20-30 years

Interest earned is not taxed until you withdraw, allowing more money to stay invested and compound over time.

Flexible Withdrawals

0% surrender charge after year 8 (7-year) or earlier for shorter terms

Access up to 10% of contract value annually penalty-free. After your guarantee period ends, withdraw with no surrender charges.

Annuitization Options

Lifetime income or fixed-period distributions available

Convert your balance into guaranteed lifetime income payments, or receive distributions for a specific period. Choose monthly, quarterly, semi-annual, or annual payments.

No Annual Fees

$0 annual cost

No administrative or contract maintenance fees charged each year.

Enhanced Rate on Large Purchases

Higher rates for $100,000+ investments

Initial purchase payments of $100,000 or more may qualify for higher guaranteed rates.

Market Value Adjustment

Protects insurer from interest rate risk

Early withdrawals may be adjusted based on interest rate changes—positively if rates fell, negatively if rates rose.

Death Benefit & Legacy Planning

Avoids lengthy probate process

Your beneficiary receives the current contract value at death, bypassing probate if named directly on the contract.

Highlights

1

Guaranteed interest rates that lock in your returns for 3, 4, 5, or 7 years

2

Tax-deferred growth that can build a larger account value than taxable investments

3

Flexible access to your money with penalty-free withdrawals up to 10% annually

4

Convert to lifetime income through annuitization or take lump-sum withdrawals

5

No annual fees—only potential charges if you withdraw early during the guarantee period

Surrender Schedule

Yr 1

7%

Yr 2

7%

Yr 3

7%

Yr 4

6%

Yr 5

5%

Yr 6

4%

Yr 7

3%

After

0%

Nursing home waiver, RMD waiver, Terminal illness waiver

Best For

Conservative investors nearing or in retirement who want guaranteed growth, tax deferral, and the option to create lifetime income while maintaining some access to their money for emergencies.

Consider Alternatives If

Investors who need frequent access to their money, those in lower tax brackets who won't benefit from tax deferral, or anyone requiring flexibility before age 59½ due to early withdrawal penalties.

Carrier Ratings

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

Free Comparison Report

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