Fixed Indexed Annuity

American Equity AssetShield Bonus 10

American Equity Investment Life Insurance Company

14%

Best Cap

10%

Free W/D

49

States

A fixed index annuity that protects your retirement savings from market losses while providing growth potential tied to market indexes, starting with an upfront premium bonus.

Free Withdrawal

10%/yr

Available In

49 states

Min Premium

$5,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
BlackRock Adaptive US Equity 7% Index2-Year--185%--
BlackRock Adaptive US Equity 7% IndexAnnual--135%--
BNP Paribas Patriot Technology Index2-Year--160%--
BNP Paribas Patriot Technology IndexAnnual--125%--
Nasdaq Premier Index2-Year14%100%--
Nasdaq Premier IndexAnnual5.5%100%--
NYSE Premier Index2-Year14%100%--
NYSE Premier IndexAnnual5.5%100%--
S&P 500 Advantage 15% VT TCA Index (USD) ER2-Year14%100%--
S&P 500 Advantage 15% VT TCA Index (USD) ERAnnual5.5%100%--
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (USD) Excess Return2-Year--260%--
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (USD) Excess ReturnAnnual--85%--
S&P 500 IndexAnnual6.75%100%--
S&P 500 IndexMonthly2.5%100%--
Fixed AccountDaily----1.9%

Key Features

Premium Bonus

14% standard or 21% with EBLR

Immediate boost to your contract value

Market Protection

Your principal and earned interest are never reduced by market declines

Free Withdrawals

10% annually (12% with EBLR)

Access your money without penalties

Index Options

7 index options available

Choose from multiple market indexes for growth potential

Surrender Charges

9.1% year 1, declining to 0% year 11

Decreasing charges over 10 years

Highlights

1

Get a 14% bonus on your first-year premium, or upgrade to 21% with the Enhanced Bonus & Liquidity Rider

2

Your money is protected from market losses while still earning growth based on market index performance

3

Withdraw up to 10% annually without penalties (12% with EBLR), plus 2% in year one with EBLR

Surrender Schedule

Yr 1

9.1%

Yr 2

9%

Yr 3

8%

Yr 4

7%

Yr 5

6%

Yr 6

5%

Yr 7

4%

Yr 8

3%

Yr 9

2%

Yr 10

1%

After

0%

Bail out provisions, Nursing home waiver, Terminal illness waiver

Best For

Retirement savers who want market growth potential with downside protection and immediate bonus enhancement to their savings.

Consider Alternatives If

Investors who need frequent access to their funds or want direct market participation without caps on returns.

Carrier Ratings

A.M. BestA
FitchA
Standard & Poor'sA

Free Comparison Report

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