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Multi-Year Guaranteed Annuity

Performance SPDA

Issued by United Life Insurance CompanyAM Best A- · Excellent

Guarantee terms

3 · 5 · 7 yrs

Free withdrawal

10% source schedule summary; contract tier timing not published

Market value adj.

Applies

Minimum premium

$25,000

Availability

46 jurisdictions (45 states + DC)

Surrender schedule

7-year option published contract option; match to the selected rate before purchase

Interest crediting

Compound — CANNEX yield row, no simple-interest flag

Rates effective

Feb 28, 2026

Get my rate reportAll terms & versionsVerified Sep 11, 2026 · CANNEX via AdvisorWorld

Guaranteed rates by term

The guaranteed annual rate is shown for each term at the $100,000 comparison premium, alongside the full-term effective rate.

Published contract versions. The source publishes two current product instances without consumer-facing version names. The numbered labels keep those rate sets separate; confirm the exact issued contract on a quote.

TermSurrender scheduleEffective annual rateFull-term comparisonPublished annual rateContract rateRate structureFull guarantee$100,000 grows toAt term endvs. marketSame-day term median
3-yearSchedule not published3.60%3.60%Flat throughout$111,193+$11,193 interest-1.60 ptsmedian 5.20% · n=118
5-yearSchedule not publishedHighest4.80%4.80%Flat throughout$126,417+$26,417 interest-0.40 ptsmedian 5.20% · n=118
7-yearSchedule not publishedHighest4.80%4.80%Flat throughout$138,845+$38,845 interest-0.40 ptsmedian 5.20% · n=118

Rate figures use a $100,000 comparison premium and are scoped to the selected contract version. Term-end values are illustrative calculations using the published rate and crediting convention with no withdrawals. Market comparisons appear only when the same-day term distribution includes at least five comparable products.

How 4.80% grows over 5 years

Follow a deposit through the complete guarantee term.

The calculator shows outcomes only when the entered premium matches a published rate band. No rate or ending value is inferred outside those bands.

YearRate creditedInterestBalance
Year 14.80%+$4,800$104,800
Year 24.80%+$5,030$109,830
Year 34.80%+$5,272$115,102
Year 44.80%+$5,525$120,627
Year 54.80%+$5,790$126,417
Compound-equivalent annual rate over the full term4.800%

How the number is calculated

Product
Performance SPDA
Schedule
4.80% for 5 years
Crediting
Compound interest
Ending value
$126,417
Effective rate
4.800% per year

Equivalent: a flat MYGA paying 4.80% compounded annually reaches the same ending value. Confirm the crediting convention on the issued contract.

Getting money out

What it costs to leave early, and what you can take without a charge.

Surrender schedule · published contract options

A term-matched surrender schedule is not published for this rate row. Confirm the applicable contract schedule before purchase.

A market value adjustment may still raise or lower proceeds when it applies.

Penalty-free access

Withdrawal allowance10% · source schedule summary; contract tier timing not published
Systematic withdrawalsAvailable
Surrender-charge waiversNursing home waiver · RMD waiver · Terminal illness waiver
Bailout if renewal rate dropsNot available
Return of premiumDoes not apply
Death benefitDeath Benefit - CV

Items marked “not published” remain questions for the issued contract; this page does not infer answers.

How to think about this contract

Editorial interpretation stays separate from the contract data above.

Where it stands out

  • The contract publishes short, middle, and longer fixed-rate choices across two distinct source instances and two premium bands.
  • Nursing-home, terminal-illness, and required-minimum-distribution waivers provide defined exceptions to the surrender schedule, subject to eligibility.
  • Qualified and non-qualified funds are accepted, with single-life and joint-life annuitization choices published in the contract facts.

What to confirm

  • More than one live source instance appears at the same term, so the quote must stay tied to the selected rate set and premium band rather than a copied maximum.
  • A market-value adjustment applies to early surrender, and there is no return-of-premium option.
  • The source schedule summary publishes an annual withdrawal allowance, but the normalized contract tier does not publish matching timing; buyers should confirm the issued-contract provision.
Best fitSafety-first buyers who want a known rate over a chosen term, can keep each quote tied to its source rate set, and value defined hardship and required-distribution waivers.
Not ideal forBuyers seeking index-linked upside, an optional lifetime-income rider, return-of-premium protection, or unrestricted access during the term.

Contract facts

Everything the normalized public CANNEX contract reports. Gaps are labeled, not guessed.

Premium

$25,000 minimum

$1,000,000 maximum

Issue ages

0–89 or 0–100 (annuitant and owner; applicability by range not published)

Joint contracts available.

Fund types

Non-qualified · Qualified

Continuation code S; confirm meaning in the contract.

Ownership

Corporation · Joint · Single · Trust

Annuitant: Joint · Single

Death benefit

Death Benefit - CV

Surrender charges and a market value adjustment may apply under contract terms.

Premium bonus

None published

A first-year interest rate is not a premium bonus.

Systematic withdrawals

Available

Minimum-withdrawal rule applies.

Bailout provision

Not available

Return of premium

Does not apply

Early surrender can return less than premium.

Free-look period

Available; length not published

Length can vary by state; confirm on delivery.

Annuitization

Certain period · Joint life · Single life

Maximum annuitization age: 110 years

Fees and charges

None published

Contract versions

2

Published rate set 1 · Published rate set 2

Source

CANNEX via AdvisorWorld

Normalized facts observed Sep 11, 2026.

State availability

46 jurisdictions (restricted footprint) in the current feed. The grid shows availability only; it does not apply one rate version to every jurisdiction. Outlined entries have their own named rate version when the feed identifies one.

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AvailableOwn rate versionNot available

Machine-readable citation contract

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