NWL Core Dynamic
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The NWL Core Dynamic Annuity is a flexible premium deferred fixed indexed annuity. It is a long-term contract intended as a secure planning vehicle for retirement accumulation and income. The NWL Core Dynamic Annuity provides the important benefits of many tax-deferred annuities: interest accumulation, safety, tax deferral, and liquidity.
Asset Fee Rate
The Asset Fee Rate is a percentage that is subtracted from the index change before interest is calculated. The Asset Fee Rate is guaranteed never to be greater than the Maximum Asset Fee Rate for the respective strategy.
Asset Fee Rate
The Asset Fee Rate is a percentage that is subtracted from the index change before interest is calculated. The Asset Fee Rate is guaranteed never to be greater than the Maximum Asset Fee Rate for the respective strategy.
Available in states:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY
Allocation Accounts
| Name | Type | Rates |
|---|---|---|
| Option B: 1-Year Fixed Account |
Fixed
|
2.1%
Fixed
|
| Option A: 1-Year S&P 500 PTP Monthly Average Participation Rate with Asset Fee |
Point to Point
Annual
Monthly average
|
20%
Participation
6%
Spread
|
| Option D: 1-Year S&P 500 PTP Monthly Sum Cap |
Point to Point
Annual
Monthly sum
|
1.5%
Cap
|
| Option U: 1-Year S&P 500 LV DRC 5% ER PTP Participation Rate |
Point to Point
Annual
|
75%
Participation
|
| Option J: 1-Year S&P 500 PTP Cap |
Point to Point
Annual
|
4%
Cap
|
Surrender schedule
| Year | 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|---|
| Penalty | 9% | 9% | 8% | 7% | 6% | 5% | 4% |