Multi-Year Guaranteed Annuity

American Freedom Aspire 3

MassMutual Ascend Life Insurance Company

4.55%

Best Rate

10%

Free W/D

50

States

American Freedom Aspire 3 is a fixed annuity that guarantees your interest rate for three years and protects your principal, making it suitable for conservative investors seeking predictable retirement income with some access to their funds.

Free Withdrawal

10%/yr

Available In

50 states

Min Premium

$25,000

Surrender

3 years

Guaranteed Rates by Term

TermGuaranteed Rate
3-Year3.75%
5-Year4.3%
7-Year4.55%

Key Features

Guaranteed Interest Rate Period

3 years guaranteed

Your interest rate is locked in and guaranteed for the first three years; after that, it never goes below the annuity's minimum rate.

Penalty-Free Withdrawals

Up to 10% annually

You can access a portion of your money without early withdrawal charges each year.

Early Withdrawal Charge

7% of amount withdrawn

If you withdraw more than your penalty-free amount, a charge applies to the excess amount.

Guaranteed Minimum Surrender Value (GMSV)

87.5% of payments + interest

Even if you surrender the contract, you're guaranteed to receive at least 87.5% of your purchase payments plus daily interest credit.

Waiver Riders

Extended Care & Terminal Illness

Optional riders allow you to access 100% of your account value if you need extended care or are diagnosed with a terminal illness.

Multiple Payout Options

4 payout options available

When you're ready to receive income, you can choose fixed period payments, life income, or joint survivor income options.

Minimum Purchase Amount

$25,000

The initial investment requirement for this product.

Issue Ages

Ages 0-90 (varies by account type)

This annuity is available for qualified accounts up to age 90 and inherited accounts up to age 75.

Highlights

1

Guaranteed interest rates for 3 years with no risk of principal loss

2

Penalty-free withdrawals of up to 10% annually allow flexibility without early surrender charges

3

Multiple payout options including life income, fixed period, and joint survivor income for retirement planning

4

Waiver riders for extended care and terminal illness provide 100% account value access when needed

5

Covers qualified and non-qualified retirement accounts including IRAs, 403(b)s, and 457(b)s

Surrender Schedule

Yr 1

7%

Yr 2

7%

Yr 3

7%

After

0%

Nursing home waiver, RMD waiver, Terminal illness waiver

Best For

Conservative investors age 0-90 seeking guaranteed growth, predictable retirement income, and protection of principal, particularly those with qualified retirement accounts or inherited IRAs.

Consider Alternatives If

Investors who need immediate full access to their funds without penalty or who require high returns and can tolerate market risk should look for other options.

Carrier Ratings

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

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