Fixed Indexed Annuity

American Equity IncomeShield 10

American Equity Investment Life Insurance Company

25%

Best Cap

10%

Free W/D

49

States

A fixed index annuity that protects your principal while offering growth potential tied to market indexes, plus a built-in income rider that guarantees 10% annual growth for future lifetime income payments.

Free Withdrawal

10%/yr

Available In

49 states

Min Premium

$5,000

Surrender

10 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
BlackRock Adaptive US Equity 5% Index2-Year--245%--
BlackRock Adaptive US Equity 5% IndexAnnual--165%--
Nasdaq Premier Index2-Year25%100%--
Nasdaq Premier IndexAnnual9%100%--
NYSE Premier Index2-Year25%100%--
NYSE Premier IndexAnnual9%100%--
S&P 500 Advantage 15% VT TCA Index (USD) ER2-Year25%100%--
S&P 500 Advantage 15% VT TCA Index (USD) ERAnnual9%100%--
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (USD) Excess Return2-Year--225%--
S&P 500 Dividend Aristocrats Daily Risk Control 5% Index (USD) Excess ReturnAnnual25%100%--
S&P 500 Index2-Year12.75%100%--
S&P 500 IndexAnnual5.75%100%--
S&P 500 IndexMonthly2.5%100%--
Fixed AccountDaily----3.5%

Key Features

Principal Protection

100% protection

Money is protected from market downturns and index volatility

Income Account Growth

10% annual rate for 10 years

Guaranteed daily interest crediting for income calculation

Lifetime Income

Starting as early as age 50

Guaranteed income payments for life that increase the longer you wait

Free Withdrawals

Up to 10% after first year

Annual penalty-free access to contract value

Wellbeing Benefit

Double income for single, 50% increase for joint

Enhanced income during health events without nursing home requirement

Surrender Charges

9.2% year 1, declining to 0% year 11

Declining charges over 10-year period

Highlights

1

Principal protection from market downturns with potential for index-linked growth

2

10% guaranteed annual income growth for up to 10 years before taking payments

3

Lifetime income payments that can start as early as one year after purchase

4

Enhanced income benefits during health events with no nursing home requirement

5

Up to 10% annual penalty-free withdrawals after the first year

Surrender Schedule

Yr 1

9.2%

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%

Nursing home waiver, Terminal illness waiver

Best For

Pre-retirees and retirees who want principal protection with guaranteed lifetime income and are comfortable with a 10-year commitment.

Consider Alternatives If

Investors seeking immediate high liquidity or those who cannot commit funds for at least several years due to surrender charges.

Carrier Ratings

A.M. BestA
FitchA
Standard & Poor'sA

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