Fixed Indexed Annuity

Nex MYGA

NexAnnuity

47

States

A fixed annuity that grows your retirement savings at a guaranteed interest rate over a set period (3-10 years), with tax-deferred growth and flexible withdrawal options. Ideal for retirees or near-retirees seeking principal protection and predictable income.

Available In

47 states

Min Premium

$10,000

Surrender

10 years

Key Features

Guaranteed Interest Rate

Varies by market; guaranteed minimum shown on policy schedule

Fixed rate guaranteed for your chosen period (3, 5, 7, or 10 years) with automatic renewal at maturity

Tax-Deferred Growth

Allows faster compounding compared to taxable products

Interest compounds daily and is not taxed until you withdraw or receive annuity payments

Free Partial Withdrawal Rider

Specified free withdrawal percentage of account value

After penalty-free waiting period, withdraw up to a set percentage annually without surrender charges or market value adjustments

Death Benefit Feature Rider

Account value on date of death

If you die before annuity payments begin, your beneficiary receives the full account value with all charges waived

Nursing Home Waiver

Full surrender value without penalties

After year one, surrender without withdrawal charges if confined to a nursing home for 90+ consecutive days

Multiple Annuity Payout Options

Six payout options available

Choose lifetime income, fixed period payments, or combination options to match your retirement needs

Minimum Investment

$10,000 minimum (up to $1 million+ with home office approval)

Low entry point for retirement planning

Highlights

1

Guaranteed fixed interest rates for 3, 5, 7, or 10-year periods with no market risk

2

Tax-deferred growth that compounds faster than taxable savings accounts or CDs

3

Multiple withdrawal options and riders for access to money when you need it

4

Principal protection backed by an insurance company with automatic policy renewals

Surrender Schedule

Yr 1

9%

Yr 2

8%

Yr 3

7%

Yr 4

6%

Yr 5

5%

Yr 6

4%

Yr 7

4%

Yr 8

3%

Yr 9

2%

Yr 10

1%

After

0%

Best For

Retirees or near-retirees who want guaranteed principal protection, predictable income, and tax-deferred growth without exposure to stock market volatility.

Consider Alternatives If

Investors seeking growth above inflation rates, those who may need immediate access to all their funds without penalties, or individuals in lower tax brackets who don't benefit from tax deferral.

Carrier Ratings

A.M. BestB+

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