Fixed Indexed Annuity

American Landmark 3

MassMutual Ascend Life Insurance Company

7%

Best Cap

10%

Free W/D

50

States

American Landmark 3 is a fixed-indexed annuity that offers guaranteed income with market-indexed growth potential across multiple index strategies. It's designed for investors age 0-90 seeking tax-qualified or non-qualified retirement savings with downside protection and flexible withdrawal options.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$50,000

Surrender

3 years

Current Rates & Strategies

IndexCreditingCapParticipationFixed
First Trust Barclays Edge IndexAnnual--100%--
iShares US Real Estate ETFAnnual7%100%--
MSCI EAFE IndexAnnual6.5%100%--
S&P 500 IndexAnnual5.5%100%--
Fixed AccountDaily----3.35%

Key Features

Issue Ages

0–90 (qualified/non-qualified); 0–75 (inherited)

Product is available for qualified and non-qualified accounts from birth through age 90, with inherited IRA options up to age 75

Guaranteed Minimum Surrender Value (GMSV)

87.5% of purchase payments + minimum guaranteed interest

Your account is guaranteed to be worth at least 87.5% of what you paid in, plus daily credited interest, even if market performance is poor

Index Strategy Options

6 strategies available (declared rate and 5 index-linked options)

Choose from six different crediting strategies including S&P 500, real estate, international stocks, and edge indices with point-to-point methodology

Penalty-Free Withdrawals

10% annual free withdrawal; 3-year declining surrender charges at 9%

Withdraw 10% of your account annually without penalties after the first contract anniversary; first-year withdrawals capped at 10% of initial purchase

Early Withdrawal Charges

Declining from 9% over 3 years

Three-year declining structure starting at 9%, meaning penalties decrease each year you hold the contract

Waiver Riders

Extended Care and Terminal Illness riders available

Optional riders provide 100% access to account value if you need extended care or face terminal illness

Payout Options

Fixed period, life with/without period guarantee, joint and survivor options

At annuitization, choose fixed period payments, lifetime income, or joint survivor income with flexibility on payment duration

Purchase Minimums & Maximums

Min: $50,000 initial; $2,000 subsequent; Max: $2M (age 0-75) / $1M (age 76+)

Flexible funding with minimum $50,000 initial investment; subsequent payments as low as $2,000

Highlights

1

Fixed-indexed annuity with multiple index strategies including S&P 500, real estate, and international options

2

Guaranteed Minimum Surrender Value (GMSV) of 87.5% of purchase payments plus daily credited interest

3

Penalty-free withdrawals of 10% annually after first contract year with only 3-year declining withdrawal charges starting at 9%

4

Flexible qualified and non-qualified funding options including IRAs, 403(b)s, and 457(b) plans

5

Waiver riders for Extended Care and Terminal Illness covering 100% of account value when criteria are met

Surrender Schedule

Yr 1

9%

Yr 2

8%

Yr 3

7%

After

0%

Nursing home waiver, Terminal illness waiver

Best For

Investors age 0-90 seeking guaranteed principal protection, indexed market growth potential, and flexible retirement income through qualified retirement accounts (IRAs, 403(b)s, 457(b)s) or non-qualified savings.

Consider Alternatives If

Investors who need immediate access to their full account value without penalties, or those who cannot accept a 3-year commitment with declining surrender charges.

Carrier Ratings

A.M. BestA++
Standard & Poor'sA+

Free Comparison Report

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See year-by-year projections for your specific age, premium, and income goals.

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