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fixed annuities

Multi-Year Guarantee Annuity Details

Navigator Ultra MVA 7

Product Name

Navigator Ultra MVA 7

Annuity Type

Multi-Year Guarantee Annuity

Issuing Insurance Company and Ratings

B++
(5th of 15 ratings)
Not Rated
Not Rated
Not Rated
39
(percentile of rated companies)

Product Information

The Navigator Ultra MVA 7 is a deferred multi-year guarantee annuity issued by Western United Life Assurance Company.

The current 7 year guarantee period annual yield is 5.40% (see Rate Details below). This is the guaranteed annual yield, including bonuses if applicable, for the initial guarantee period term, up to the first penalty free full withdrawal window. The Navigator Ultra MVA 7 has a full penalty free withdrawal window after 7 years.

Details on additional penalty waivers can be found in the Penalty Free Withdrawal Provisions section below.

Western United Life Assurance Company is rated “B++” by A.M. Best, was founded in 1975, and has over $1.4 billion in total assets.

Rate Details

Dec 6th, 2022
Not Scheduled
7 years

Premium Amount: $10,000 - $1,000,000

Current
7 Year Guarantee Period Annual Yield: 5.40%
Interest rate start of year 1 through end of year 7: 5.40%

Initial Surrender Charge and MVA Periods

7 years

7 years

7 years

State variations may exist, refer to product disclosure for details.

Other Guarantee Periods Available

Policy Details

$10,000
$10,000
$1,000,000
$1,000,000
75
75
60 days
Yes
Surrender Value
No

Penalty Free Withdrawal Provisions

None
None
No
No
None

See product brochure, disclosure and riders for additional details, limitations and availability. State variations, age restrictions and holding periods may apply.

State Variations

Not available in:  CA and NY (as of 05/19/2022)